CRD: 106063
Liberty Capital Management INC
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- Custodian
- Charles Schwab & Company · Comerica Bank · UBS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-08-1992
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between March 2, 2025 and February 10, 2026, reported AUM increased 12.9%, from $752.2M to $849.5M.
Across 5 reported observations, AUM increased 64.0% between February 25, 2022 and February 10, 2026, from $517.8M to $849.5M.
Of the latest reported AUM, 90.2% is discretionary and 9.8% is non-discretionary.
The firm reports 3 advisory representatives and 160 clients, or 53.3 clients per representative. That equates to $5.3M in reported AUM per client.
The profile lists 1 reported office location and 33 years in operation. The source data was last updated on February 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
Kenneth John Carbaugh
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #6605053
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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SUZANNE AITCHISON
Investment Advisor Representative
- CRD
- #1624245
CHARLES LAWRENCE DETTLOFF
Senior Vice President
- CRD
- #2423584
Showing 2 of 4 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Liberty Capital Management INC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Liberty Capital Management INC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.