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M1 CAPITAL MANAGEMENT LLC

TROY, MI · CRD 158269 · IAPD ↗ · m1capitalmanagement.com · 248-556-4600

$450.4MRegulatory AUM
6Advisory reps
12Employees
7Clients
11-25Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
July 2025 — M1 CAPITAL MANAGEMENT LLC moved its main office from BLOOMFIELD HILLS, MI to TROY, MI.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
45
March 2025 — M1 CAPITAL MANAGEMENT LLC notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
March 2025 — M1 CAPITAL MANAGEMENT LLC reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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