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EXCHANGE CAPITAL MANAGEMENT INC

ANN ARBOR, MI · CRD 104875 · IAPD ↗ · 734-761-6500

$832.8MRegulatory AUM
11Advisory reps
13Employees
0Clients
251-500Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
December 2025 — EXCHANGE CAPITAL MANAGEMENT INC (ANN ARBOR, MI) left the SEC roster (was $832.8M RAUM, 11 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
45
August 2024 — EXCHANGE CAPITAL MANAGEMENT INC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.