Liberty Capital Management Inc

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Client assets under management

$781,102,016

Clients

160

79% high-net worth

Advisors

of 4 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

Low

Average account size

$4,881,888

About

Liberty Capital Management, Inc. is an SEC‑registered advisory firm that provides discretionary and non‑discretionary portfolio management, financial planning, and non‑management investment advice to individuals, high‑net‑worth households, and a range of institutional clients. The firm’s stated client types include corporate pension and profit‑sharing plans, Taft‑Hartley plans, charitable institutions, foundations, endowments, corporations, and municipalities.

The firm implements globally diversified portfolios guided by Modern Portfolio Theory and tailors asset allocation to each client’s risk tolerance, using broad index funds, ETFs, or individually selected equities and bonds. Equity selections begin with screens and fundamental analysis emphasizing consistent earnings growth and strong balance sheets, while fixed income focuses on investment‑grade, intermediate maturities; accounts are reviewed regularly through an investment committee and proprietary monitoring tools.

Liberty Capital manages roughly $849 million in client assets with a four‑advisor team, resulting in an atypically high level of assets per advisor compared with many peer team firms. The senior investment personnel have decades of experience managing bank and institutional portfolios at firms such as Manufacturers National Bank and Comerica, and the firm’s client roster explicitly includes institutional and municipal mandates in addition to individual clients.

Client services

Portfolio management Non-management advisory services

Expertise

Active portfolio management Passive / index investing

Occupation focus

Founder/Business Owner

Fee options

Fixed

Fixed fees for non-management advisory and financial planning services, negotiated in advance

Percentage

0.25% to 0.75% (tiered or flat fee, negotiable)

Project-based

Hourly fees for non-management advisory and financial planning services, negotiated in advance

Other

Minimum fee: Minimum annual fee of $2,500 on diversified portfolios, may be waived under certain conditions Fee-only: Negotiable fixed or hourly fees for non-management advisory and financial planning services

Main office location

Liberty Capital Management Inc

401 S Old Woodward Avenue, Ste 430

Birmingham MI 48009, United States

Number of offices

Most active in

California · Florida · Louisiana · Michigan · Texas · Vermont

Disclosures

Business activities & affiliations

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 248 258-9290

Advisors at this firm

Suzanne A

Series 63, Series 66

Birmingham, MI

Liberty Capital Management Inc

Suzanne Aitchison is a financial advisor at Liberty Capital Management Inc in Birmingham, MI, holding Series 63 and Series 66 licenses with 30 years of industry experience. She has worked at Liberty Capital Management since 2016 and previously spent 14 years at Comerica Securities. Liberty Capital Management serves individual and high-net-worth clients, as well as institutional entities including pension plans, charitable organizations, and municipalities. The firm offers discretionary and non-discretionary portfolio management and financial planning, implementing globally diversified portfolios based on Modern Portfolio Theory and tailoring asset allocation to clients’ risk tolerance.

Active portfolio management Passive / index investing Founder/Business Owner

James H

CFP®, Series 63, Series 65

Birmingham, MI

Liberty Capital Management Inc

James Howe is a CFP®-certified financial advisor with three years of industry experience. He has worked at Liberty Capital Management Inc. since 2023 and previously held positions at JP Morgan Chase Bank, N.A., and JP Morgan Securities, LLC. Liberty Capital Management serves individual, high-net-worth, and institutional clients, providing discretionary and non-discretionary portfolio management as well as financial planning services. The firm employs globally diversified portfolios guided by Modern Portfolio Theory and emphasizes asset allocation tailored to client risk tolerance.

Active portfolio management Passive / index investing Founder/Business Owner

Charles D

Series 63, Series 66

Birmingham, MI

Liberty Capital Management Inc

Charles Dettloff is a financial advisor at Liberty Capital Management Inc with 32 years of industry experience. He holds Series 63 and Series 66 designations and has been with Liberty Capital Management since 2016. The firm serves individual and high-net-worth clients as well as institutional entities, providing discretionary and non-discretionary portfolio management along with financial planning services. Liberty Capital Management employs a globally diversified investment approach grounded in Modern Portfolio Theory, tailoring asset allocation to client risk tolerance and managing over $750 million in assets with a small advisory team.

Active portfolio management Passive / index investing Founder/Business Owner

Kenneth C

Series 65

Birmingham, MI

Liberty Capital Management Inc

Kenneth Carbaugh is a financial advisor at Liberty Capital Management Inc. with 10 years of industry experience. He holds a Series 65 designation and has been with Liberty Capital Management since 2014. Liberty Capital Management serves individual and high-net-worth clients, as well as institutional entities such as corporate pension plans, charitable institutions, and municipalities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and investment advice, employing globally diversified portfolios based on Modern Portfolio Theory and tailored to clients’ risk tolerance.

Active portfolio management Passive / index investing Founder/Business Owner

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