United States · What does Advance Capital Management invest in?
Advance Capital Management says it invests in Advice and Asset Management.
What they do
- Type
- Investment firm (from a list, unverified)
- Cheque size
- Not stated
- Sectors
- AdviceAsset Management
- Based in
- Southfield, United States
- Cold pitches
- Not stated
The record
No rounds observed yet. That is a limit of the sources we read, not a finding about the firm. If it has invested, a round will put it here. Know a round it was in? Tell us.
The team
Named by the firm itself, on a filing, its Form ADV or its company registration7 named
CMChristopher Michael KostizPresidentiForm ADV
GWGerald Walker MaloneTrusteeiForm ADV
JRJoseph Robert TheisenVice PresidentiForm ADV
JAJulie Ann KatynskiChief Financial OfficeriForm ADV
KJKathy Jo HarkleroadChief Operations Officer & Chief Compliance OfficeriForm ADV
RARaymond August RathkaTrusteeiForm ADV
RLRobert Lawrence KleberTrusteeiForm ADV
We also hold 7 people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.
What the register says
From the firm's own filings with the SEC, which it must file accurately by law
$5.0Bassets it managesOct 2026
Registeredinvestment adviserfull reporting to the SEC
- Legal name
- Advance Capital Management INC
- SEC number
- CRD 110767
What they claim to have backed
From their own portfolio page (on their website)
1 of 3 we have independently watched raise
InfoHubSpot Website DesignInvoice Payment
Weaker than a round we watched, stronger than a list somebody sold us. A firm is far less willing to put a company on its own site that it never funded.