CRD: 106063
Liberty Capital Management INC
$849.5M Total AUM
$766.0M Disc. AUM
-- 3Y CAGR
4 Employees
160 ADV. Clients
33 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Comerica Bank · UBS
- Clients
- Retail and Institutional
- Platforms
- Pathway vertex
- Established Date
- 12-08-1992
- Office Locations
- 1
Office Locations
401 S OLD Woodward Avenue STE 430 Birmingham MI
About Liberty Capital Management INC
Liberty Capital Management is a Birmingham, MI wealth manager providing personalized planning and portfolio management, including tax and estate planning, charitable giving, insurance, and 529 guidance. Portfolios emphasize strategic asset allocation and risk management, with heavy use of ETFs alongside fixed income and municipal bonds. Uses platforms like Black Diamond and custodies with Schwab.
Team overview
46 AVG AGE
$283.2M AVG AUM / ADVISOR
$5.3M AVG AUM / CLIENT
8.5 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
33yrs Firm Age
Insights
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Asset Classes
Alpha beacon Wave
Client Personas
Atlas peak Capital ember
Custodian
Catalyst Crest quantum
Investment Themes
Peak zenith Pathway north Ridge unison
Investment Vehicles
Meridian focus
Platform
Focus
Services
Ridge Meridian Pioneer signal Unison pathway Pathway matrix Insight Vector Insight Ridge peak Glacier
Technology
Vertex
Owner & Executives
K
Kenneth John Carbaugh
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #6605053
- Ownership
- 75% or more
(802) 261-1952
zenith.fusion@harborcapital.com
in linkedin.com/in/bridge-signal
Showing 1 of 1 owners & executives
Unlock allContacts
S
SUZANNE AITCHISON
--
- CRD
- #1624245
(656) 281-7192
vector.vector@vectorcapital.com
in linkedin.com/in/prime-pathway
C
CHARLES LAWRENCE DETTLOFF
--
- CRD
- #2423584
(265) 561-7838
frontier.quantum@eaglecapital.com
in linkedin.com/in/alpha-meridian
F
Frontier focus
Matrix beacon
- CRD
- #16393
(268) 385-6495
optima.glacier@beaconcapital.com
in linkedin.com/in/meridian-eagle
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $765,972,833 | $1,900,677 |
| Non-Discretionary | $83,494,382 | $3,092,385 |
| Total | $849,467,215 | $1,975,505 |
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Separately Managed Accounts
Total SMA Asset: $849,467,215
Equity - Exchange:
26.3% Public Funds:
17.9% Municipal Bonds:
24.6% Cash:
9.3% Corporate - Investment Grade:
7.8% U.S. Government/Agency:
14.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,149,340,876 | 26.3% |
| Public Funds | $1,462,859,379 | 17.9% |
| Municipal Bonds | $2,010,410,097 | 24.6% |
| Cash | $760,033,085 | 9.3% |
| Corporate - Investment Grade | $637,447,104 | 7.8% |
| U.S. Government/Agency | $1,152,308,226 | 14.1% |
| Total | $8,172,398,767 | 100.0% |
13F Holdings | Q4 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| TIMBER CATALYST | FOUNDATION GLACIER | HR6K1G6UK | BWFBR | 9.17% | $42,708,535 |
| VITAL INSIGHT | PATHWAY CATALYST | VY2RQ6Q9E | EXS | 11.39% | $74,247,712 |
| LEGACY PIONEER TIMBER | EAGLE TIMBER | Q8WQHE4J7 | CLQAA | 0.93% | $34,336,530 |
| FUSION RIDGE | PIONEER MATRIX | KH51MQ6AR | HYSQC | 1.79% | $54,810,367 |
| CATALYST HARBOR | OPTIMA ELEMENT | 7DYIQRTYQ | LFR | 9.26% | $27,830,796 |
| VALUE VALUE | MOMENTUM CATALYST | H7LGA0FC7 | VONEO | 5.02% | $88,021,047 |
| MERIDIAN GLACIER | HARBOR MERIDIAN | 4PP3ANXMV | TYSK | 9.88% | $63,146,621 |
| PRIME VITAL | PIONEER FOUNDATION | 3D789XTM1 | ZRQ | 11.90% | $95,959,131 |