Advisor at XLM Capital Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
XLM Capital Management
Location
Dexter, MI 48130
Credentials
Series 63, Series 65
Industry experience
15 years
Craig Mckee is the principal of XLM Capital Management, an independent advisory firm based in Dexter, MI. He holds Series 63 and Series 65 designations and has 15 years of industry experience. Mckee has led XLM Capital Management since its founding in 2003. XLM Capital Management provides discretionary and non-discretionary portfolio management primarily to high-net-worth individuals, estates, and businesses. The firm focuses on direct equity and options strategies, constructing concentrated portfolios tailored to each client's objectives and risk tolerance without using pooled vehicles or mutual funds.
Based on XLM Capital Management
$25,000 - $50,000: 1.75% $50,001 - $500,000: $875 + 1.375% above $50,000 $500,001 - $2,000,000: $7,062 + 1.00% above $500,000 $2,000,001 - $4,000,000: $22,062 + 0.75% above $2,000,000 $4,000,001+: $37,062 + 0.50% above $4,000,000
Account minimum: $25,000 Fee-only: Investment advice fees paid quarterly and in advance; no commissions or performance fees.
7444 Dexter Ann Arbor Road, Suite L
Dexter, MI 48130
Michigan
XLM Capital Management, LLC
2003 - Present (23 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Ann Arbor, MI
Able Wealth Management Solutions LLC
CFP®, Series 66
Ann Arbor, MI
Tribble Financial Planning
CFP®, CFA®
Ann Arbor, MI
Oliver Financial Planning LLC
CFP®, CFA®, Series 63, Series 65
Ann Arbor, MI
Vedanta Sentinel Investment Advisors
Series 66
Ann Arbor, MI
Fineberg Wealth Management, LLC
Series 65
Ann Arbor, MI
Milieu Personal Finance LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")