X
$96.5M Total AUM
$75.9M Disc. AUM
-- 3Y CAGR
1 Employees
52 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-23-2010
- Office Locations
- 1
Office Locations
7444 Dexter ANN Arbor Road, Suite L Dexter MI
About XLM Capital Management
XLM Capital Management is a Dexter-based RIA. The firm has been operating for 16 years. Managing $96.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
63 AVG AGE
$96.5M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
11.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
C
CRAIG LLOYD MCKEE
Chief Compliance Officer, Managing Member, Owner
- CRD
- #2737022
- Ownership
- 75% or more
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $75,935,486 | $327,901 |
| Non-Discretionary | $20,602,488 | $554,750 |
| Total | $96,537,974 | $348,317 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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