Confidential Management Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$161,889,433
Total clients
69
74% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
69
Average account size
$2,346,224
About
Confidential Management Advisors, Inc. provides investment supervisory and non‑supervisory services to individuals, trusts, estates, pension and profit‑sharing plans, and charitable organizations, and offers a proprietary Personal Resource Management (PRM) program including Executive Summary & Guidebook reports and strategic planning for corporate benefit plans. The firm reports managing roughly $161 million in discretionary client assets across about 69 client relationships.
The firm’s investment process centers on its PRM approach, using detailed financial forecasting models to develop individualized asset allocation targets that combine passive and active management across major asset classes. It also employs a structured third‑party adviser selection and monitoring program—requiring multi‑year track records, performance ranking, and watch‑list monitoring—and generally expects investments to remain under management for a multi‑year horizon.
Noteworthy in this brochure are the firm’s disclosed affiliations with an affiliated broker‑dealer and an affiliated insurance agency; persons providing advice are registered representatives and licensed insurance agents who may receive commission‑based compensation and 12b‑1 fees, a conflict the firm discloses. The brochure also highlights that the firm may receive compensation arrangements from selected third‑party advisers and routes some PRM services through corporate benefit programs, while stating clients are not contractually required to use affiliate services.
Client services
Expertise
Fee options
Maximum flat fee of $5,500 for PRM "Executive Summary & Guidebook" report series.
$25,000 - $250,000: 1.50% $250,001 - $750,000: 1.25% $750,001 - $1,500,000: 1.00% $1,500,001+: Negotiable
Commission-based compensation received by registered representatives for securities and insurance product sales, separate from advisory fees.
Up to $450 per hour for "Special Issue" report services.
Fee-only: Advisory fees paid quarterly in advance based on assets under management; flat fee up to $5,500 for PRM "Executive Summary & Guidebook"; hourly rate up to $450 for "Special Issue" reports; fees negotiable.
Main office location
Confidential Management Advisors, Inc.
1700 West Big Beaver, Suite 320
Troy MI 48084, United States
Number of offices
1
Most active in
Florida · Michigan
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is 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.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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