CONFIDENTIAL MANAGEMENT ADVISORS, INC.
Adviser information for CONFIDENTIAL MANAGEMENT ADVISORS, INC. last updated from Form ADV on January 24th, 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 | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 2 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 147 | $141.1M |
| Non-Discretionary | 12 | $7.4M |
| Total | 159 | $148.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 17 | $1.7M |
| HNW Individuals | 66 | $146.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 51-100 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-70741 |
|---|---|
| SEC ERA File Number | 801-70741 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 125936 |
| Legal Entity Identifier | None |
Principal Office
1700 WEST BIG BEAVERSUITE 320
TROY
MI
United States
Monday - Friday, 9AM - 5PM
Tel: 248-540-7511, Fax: 248-540-9261
Websites
Chief Compliance Officer
CRAIG ADAMS
VICE PRESIDENT, CIO
1700 WEST BIG BEAVER
SUITE 320
TROY
MI
United States
Tel:
248-540-7511
Fax:
248-540-9261
C*****@******************M
(Full email address available in API data)
Regulatory Contact
JOHN NOONAN
PRESIDENT
1700 WEST BIG BEAVER
SUITE 320
TROY
MI
United States
Tel:
248-540-7511
Fax:
248-540-9261
J******@******************M
(Full email address available in API data)
Industry Affiliates
| CONFIDENTIAL MANAGEMENT FINANCIAL SERVICES, INC. | Broker-dealer, municipal securities dealer, or gov securities broker or dealerInsurance company or agency |
| FICAST CORPORATION | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| NOONAN, JOHN, FRANCIS | Individual | – | PRESIDENT | 08/1981 | 50-75% |
| ADAMS, CRAIG, MAXWELL | Individual | – | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | 05/1991 | 50-75% |