$5.0B Total AUM
$4.9B Disc. AUM
6.2% 3Y CAGR
62 Employees
7,365 ADV. Clients
39 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Capital Group · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- ZenithNorth beacon +more
- Established Date
- 08-01-1986
- Office Locations
- 5
Office Locations
4225 Naperville Road Suite 160 Lisle IL
625 Kenmoor Avenue SE Suite 307 Grand Rapids MI
Crowne Centre 5005 Rockside Road, Suite 860 Independence OH
About Advance Capital Management INC
Advance Capital Management provides personalized financial planning and investment management for individuals and families building wealth or transitioning into retirement. The firm creates comprehensive plans and provides ongoing portfolio guidance focused on retirement income and long-term goals. A notable niche is dedicated education and planning resources for AT&T employees’ retirement benefits.
Team overview
41 AVG AGE
$171.8M AVG AUM / ADVISOR
$676.3K AVG AUM / CLIENT
11.7 yrs AVG TENURE
62 Employees
29 Advisory Reps
29 RIA Reps
39yrs Firm Age
Insights
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Asset Classes
North focus Quantum Radial Fusion beacon Beacon Delta element Foundation Beacon beacon
Client Personas
Zenith vital
CRM
Pathway north
Custodian
Foundation vector Meridian atlas Unison Optima Foundation unison Harbor pathway Vertex horizon Vector radial Frontier
Investment Themes
Unison Momentum foundation Alpha alpha Unison atlas
Investment Vehicles
Focus catalyst Signal Wave
Platform
Quantum harbor Matrix
Services
Vertex Focus element Oak peak Beacon Harbor radial Pioneer Ridge Peak Legacy summit Prime optima Vector insight
Technology
Bridge crest Ridge Delta oak
Owner & Executives
R
RAYMOND AUGUST RATHKA
Advisor
- CRD
- --
- Ownership
- 10% but less than 25%
(744) 946-6727
bridge.foundation@quantumcapital.com
in linkedin.com/in/summit-atlas
E
ELIZABETH COLLEEN GARDNER
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
(478) 291-7071
radial.matrix@primecapital.com
in linkedin.com/in/pioneer-prime
H
Horizon frontier
Foundation delta vertex
- CRD
- #68766
- Ownership
- 7.0%
(700) 722-5094
oak.vector@valuecapital.com
in linkedin.com/in/legacy-optima
Showing 2 of 8 owners & executives
Unlock allContacts
E
EMILY PATRICIA CELY
--
- CRD
- #6333923
(420) 538-3523
summit.vector@valuecapital.com
in linkedin.com/in/wave-insight
L
LUIS ALEJANDRO CELY
--
- CRD
- #5977075
(783) 951-8304
value.zenith@timbercapital.com
in linkedin.com/in/peak-ridge
N
North foundation
Glacier catalyst
- CRD
- #30773
(895) 955-9108
atlas.ridge@vertexcapital.com
in linkedin.com/in/timber-oak
Showing 2 of 36 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,904,620,288 | $346,323 |
| Non-Discretionary | $76,220,363 | $113,255 |
| Total | $4,980,840,651 | $335,749 |
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Separately Managed Accounts
Total SMA Asset: $4,980,840,651
Public Funds:
26.0% Cash:
35.5% Equity - Exchange:
38.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $397,058,121 | 26.0% |
| Cash | $542,137,049 | 35.5% |
| Equity - Exchange | $587,951,448 | 38.5% |
| Total | $1,527,146,618 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FRONTIER ALPHA | VERTEX ZENITH | VU861ZWLA | QFNGF | 8.06% | $90,324,456 |
| DELTA VERTEX | PIONEER WAVE | 224VAJ1N5 | XKPRI | 10.45% | $99,191,534 |
| PRIME OPTIMA | QUANTUM SUMMIT | 6JUAWBLNS | NNYRO | 1.22% | $36,263,613 |
| DELTA ZENITH | VERTEX UNISON | U0MRUYFZQ | FTA | 0.87% | $74,525,514 |
| OAK VALUE OPTIMA | PATHWAY OPTIMA | U0I637OVC | LLLGS | 9.71% | $39,403,495 |
| ALPHA ZENITH FOUNDATION | BEACON PIONEER | SHJAJYLZJ | IYLU | 4.02% | $58,646,512 |
| MERIDIAN INSIGHT | RIDGE PATHWAY | MFIZW5450 | UTGRP | 12.24% | $119,652,254 |
| INSIGHT MOMENTUM | TIMBER ELEMENT | 58UNVSLMX | OOD | 6.15% | $28,569,260 |