LIBERTY CAPITAL MANAGEMENT INC
Adviser information for LIBERTY CAPITAL MANAGEMENT INC last updated from Form ADV on February 6th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Michigan, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 348 | $533.8M |
| Non-Discretionary | 27 | $71.6M |
| Total | 375 | $605.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 31 | $12.4M |
| HNW Individuals | 108 | $511.2M |
| Banking or thrift institutions | <5 | $31.4M |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $8.5M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | <5 | $10.0M |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $31.9M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUM |
Principal Office
401 S OLD WOODWARD AVENUESTE 430
BIRMINGHAM
MI
United States
Monday - Friday, 09:00AM TO 5:00PM
Tel: 248 258-9290, Fax: 248 258-9292
Websites
Chief Compliance Officer
KENNETH CARBAUGH
CEO
401 SOUTH OLD WOODWARD AVE
SUITE 430
BIRMINGHAM
MI
United States
Tel:
248-258-9290
Fax:
248-258-9292
K********@*******************M
(Full email address available in API data)
Regulatory Contact
MARK J. DONALDSON, CFA
COMPLIANCE CONSULTANT
PO BOX 7269
KANSAS CITY
MO
United States
Tel:
913-707-7366
M*********@**********************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Carbaugh, Kenneth, John | Individual | – | CEO/CCO | 01/2017 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 29th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| 3M CO | COM | 203K | 2K | – |
| ABBOTT LABS | COM | 5M | 44K | – |
| ABBVIE INC | COM | 7M | 39K | – |
| ACCENTURE PLC IRELAND | SHS CLASS A | 1M | 3K | – |
| ADOBE INC | COM | 3M | 6K | – |
| AFLAC INC | COM | 7M | 82K | – |
| AIR PRODS & CHEMS INC | COM | 308K | 1K | – |
| ALPHABET INC | CAP STK CL A | 11M | 61K | – |
| ALPHABET INC | CAP STK CL C | 5M | 25K | – |
| AMAZON COM INC | COM | 12M | 63K | – |
| AMERICAN CENTY ETF TR | US SML CP VALU | 4M | 45K | – |
| AMERICAN ELEC PWR CO INC | COM | 500K | 6K | – |
| AMERICAN TOWER CORP NEW | COM | 4M | 23K | – |
| APPLE INC | COM | 20M | 95K | – |
| ASML HOLDING N V | N Y REGISTRY SHS | 3M | 3K | – |
| AUTOMATIC DATA PROCESSING IN | COM | 1M | 5K | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 2M | 4K | – |
| BLACKROCK INC | COM | 2M | 2K | – |
| BLACKROCK UTILS INFRASTRUCTU | COM | 564K | 25K | – |
| BOOKING HOLDINGS INC | COM | 357K | 90 | – |
| CADENCE DESIGN SYSTEM INC | COM | 3M | 8K | – |
| CARRIER GLOBAL CORPORATION | COM | 2M | 28K | – |
| CHEVRON CORP NEW | COM | 322K | 2K | – |
| CHUBB LIMITED | COM | 4M | 17K | – |
| CHURCH & DWIGHT CO INC | COM | 5M | 46K | – |
| CINTAS CORP | COM | 9M | 12K | – |
| CISCO SYS INC | COM | 850K | 18K | – |
| COCA COLA CO | COM | 275K | 4K | – |
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 2M | 22K | – |
| CONOCOPHILLIPS | COM | 310K | 3K | – |
| CONSTELLATION BRANDS INC | CL A | 6M | 22K | – |
| COSTCO WHSL CORP NEW | COM | 14M | 16K | – |
| DANAHER CORPORATION | COM | 8M | 34K | – |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 1M | 42K | – |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 1M | 39K | – |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 2M | 46K | – |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 253K | 7K | – |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 2M | 72K | – |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 422K | 11K | – |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 1M | 46K | – |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 535K | 10K | – |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 2M | 60K | – |
| DISNEY WALT CO | COM | 629K | 6K | – |
| DUKE ENERGY CORP NEW | COM NEW | 204K | 2K | – |
| EATON VANCE RISK-MANAGED DIV | COM | 142K | 16K | – |
| ECOLAB INC | COM | 5M | 22K | – |
| EDWARDS LIFESCIENCES CORP | COM | 466K | 5K | – |
| ELI LILLY & CO | COM | 2M | 2K | – |
| EMERSON ELEC CO | COM | 658K | 6K | – |
| ENTERPRISE PRODS PARTNERS L | COM | 581K | 20K | – |
| EXXON MOBIL CORP | COM | 306K | 3K | – |
| FASTENAL CO | COM | 4M | 62K | – |
| FISERV INC | COM | 8M | 52K | – |
| FORD MTR CO DEL | COM | 230K | 18K | – |
| FORTINET INC | COM | 4M | 68K | – |
| FORTIVE CORP | COM | 3M | 41K | – |
| GABELLI UTIL TR | COM | 59K | 10K | – |
| GARTNER INC | COM | 485K | 1K | – |
| GOLDMAN SACHS GROUP INC | COM | 706K | 2K | – |
| HOME DEPOT INC | COM | 8M | 22K | – |
| ILLINOIS TOOL WKS INC | COM | 5M | 23K | – |
| INTEL CORP | COM | 301K | 10K | – |
| INTERCONTINENTAL EXCHANGE IN | COM | 2M | 15K | – |
| INTERNATIONAL BUSINESS MACHS | COM | 212K | 1K | – |
| INTUIT | COM | 14M | 21K | – |
| INTUITIVE SURGICAL INC | COM NEW | 885K | 2K | – |
| INVESCO QQQ TR | UNIT SER 1 | 715K | 1K | – |
| ISHARES TR | CORE MSCI EURO | 238K | 4K | – |
| ISHARES TR | CORE MSCI TOTAL | 211K | 3K | – |
| ISHARES TR | CORE S&P500 ETF | 3M | 5K | – |
| ISHARES TR | MORNINGSTR US EQ | 922K | 12K | – |
| ISHARES TR | MRGSTR MD CP ETF | 715K | 10K | – |
| ISHARES TR | NATIONAL MUN ETF | 2M | 17K | – |
| ISHARES TR | PFD AND INCM SEC | 4M | 114K | – |
| ISHARES TR | RUS 1000 GRW ETF | 553K | 2K | – |
| ISHARES TR | RUS MD CP GR ETF | 474K | 4K | – |
| ISHARES TR | S&P SML 600 GWT | 364K | 3K | – |
| ISHARES TR | SP SMCP600VL ETF | 3M | 31K | – |
| JOHNSON & JOHNSON | COM | 913K | 6K | – |
| JPMORGAN CHASE & CO. | COM | 5M | 26K | – |
| LANDSTAR SYS INC | COM | 213K | 1K | – |
| LOCKHEED MARTIN CORP | COM | 460K | 984 | – |
| LOWES COS INC | COM | 962K | 4K | – |
| MASTERCARD INCORPORATED | CL A | 2M | 4K | – |
| MAXIMUS INC | COM | 759K | 9K | – |
| MCDONALDS CORP | COM | 5M | 18K | – |
| MERCK & CO INC | COM | 611K | 5K | – |
| META PLATFORMS INC | CL A | 607K | 1K | – |
| MICROCHIP TECHNOLOGY INC. | COM | 363K | 4K | – |
| MICROSOFT CORP | COM | 12M | 26K | – |
| MONOLITHIC PWR SYS INC | COM | 341K | 415 | – |
| NEXTERA ENERGY INC | COM | 2M | 28K | – |
| NORFOLK SOUTHN CORP | COM | 230K | 1K | – |
| NORTHERN TR CORP | COM | 271K | 3K | – |
| NVIDIA CORPORATION | COM | 14M | 113K | – |
| OTIS WORLDWIDE CORP | COM | 3M | 27K | – |
| PACKAGING CORP AMER | COM | 4M | 20K | – |
| PALO ALTO NETWORKS INC | COM | 2M | 7K | – |
| PARKER-HANNIFIN CORP | COM | 203K | 402 | – |
| PEPSICO INC | COM | 2M | 14K | – |
| PFIZER INC | COM | 216K | 8K | – |
| PHILLIPS 66 | COM | 370K | 3K | – |
| PLAINS ALL AMERN PIPELINE L | UNIT LTD PARTN | 436K | 24K | – |
| PPG INDS INC | COM | 346K | 3K | – |
| PRICE T ROWE GROUP INC | COM | 269K | 2K | – |
| PROCTER AND GAMBLE CO | COM | 702K | 4K | – |
| PROGRESSIVE CORP | COM | 3M | 12K | – |
| PROSHARES TR | ULTRAPRO QQQ | 396K | 5K | – |
| RTX CORPORATION | COM | 3M | 34K | – |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 3M | 78K | – |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 573K | 13K | – |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 8M | 129K | – |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 2M | 24K | – |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 4M | 44K | – |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 218K | 3K | – |
| SCHWAB STRATEGIC TR | US REIT ETF | 563K | 28K | – |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 2M | 46K | – |
| SCHWAB STRATEGIC TR | US TIPS ETF | 268K | 5K | – |
| SPDR S&P 500 ETF TR | TR UNIT | 2M | 4K | – |
| SPDR SER TR | S&P 600 SMCP VAL | 1M | 14K | – |
| STARBUCKS CORP | COM | 207K | 3K | – |
| STRYKER CORPORATION | COM | 4M | 11K | – |
| SUNOCO LP/SUNOCO FIN CORP | COM UT REP LP | 248K | 4K | – |
| SYSCO CORP | COM | 280K | 4K | – |
| TEREX CORP NEW | COM | 546K | 10K | – |
| TESLA INC | COM | 223K | 1K | – |
| THERMO FISHER SCIENTIFIC INC | COM | 9M | 17K | – |
| TRACTOR SUPPLY CO | COM | 3M | 10K | – |
| TRAVELERS COMPANIES INC | COM | 250K | 1K | – |
| TRIMBLE INC | COM | 1M | 24K | – |
| ULTA BEAUTY INC | COM | 4M | 9K | – |
| UNITED PARCEL SERVICE INC | CL B | 484K | 4K | – |
| UNITEDHEALTH GROUP INC | COM | 7M | 14K | – |
| US BANCORP DEL | COM NEW | 230K | 6K | – |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 5M | 73K | – |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 3M | 30K | – |
| VANGUARD INDEX FDS | SM CP VAL ETF | 234K | 1K | – |
| VANGUARD INDEX FDS | TOTAL STK MKT | 30M | 112K | – |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 1M | 33K | – |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 1M | 22K | – |
| VANGUARD INTL EQUITY INDEX F | FTSE PACIFIC ETF | 2M | 21K | – |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 592K | 5K | – |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 2M | 43K | – |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 5M | 106K | – |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 594K | 7K | – |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 252K | 3K | – |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 335K | 2K | – |
| VANGUARD STAR FDS | VG TL INTL STK F | 813K | 13K | – |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 6M | 125K | – |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 873K | 7K | – |
| VANGUARD WORLD FD | INF TECH ETF | 349K | 605 | – |
| VEEVA SYS INC | CL A COM | 1M | 6K | – |
| VERALTO CORP | COM SHS | 244K | 3K | – |
| VERIZON COMMUNICATIONS INC | COM | 906K | 22K | – |
| VISA INC | COM CL A | 9M | 35K | – |
| WALMART INC | COM | 1M | 21K | – |
| WELLTOWER INC | COM | 2M | 16K | – |