Advance Capital Management, Inc.
Advance Capital Management, Inc. is a registered investment adviser headquartered in Southfield, Michigan. Founded in 1986, the firm provides personalized investment management and financial planning to individuals (including both non-high net worth and high net worth clients), as well as pension plans and charitable organizations. With 55 employees as of June 2025, it manages assets for over 14,000 accounts, serving clients primarily in the United States.
Investment Strategy
Advance Capital Management focuses on discretionary investment management and financial planning tailored to individual client goals. The firm manages a diversified portfolio that includes equities, ETFs, and fixed income instruments, serving primarily individual investors but also pension and charitable organizations. Its approach emphasizes long-term growth, prudent portfolio construction, and personalized advice designed to meet retirement planning and wealth management needs.
Top Holdings
Equity Positions (174)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPLG | SPDR SERIES TRUST | 25.78% | $594.2M | 7,584,434 | $58.54 | $78.34 | +$10.5M |
C CGDV | CAPITAL GROUP DIVIDEND VALUE | 17.91% | $412.7M | 9,819,587 | $33.83 | $42.03 | -$68.6M |
C CGBL | CAPITAL GROUP CORE BALANCED | 13.98% | $322.1M | 9,275,964 | $33.36 | $34.72 | +$231.5M |
C CGDG | CAPITAL GROUP DIVIDEND GROWE | 7.89% | $181.9M | 5,249,253 | $34.13 | $34.65 | +$92.1M |
C CGCB | CAPITAL GRP FIXED INCM ETF T | 7.79% | $179.5M | 6,753,973 | $26.18 | $26.58 | -$123.4M |