Liberty Capital Management Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Liberty Capital Management, Inc. is an SEC‑registered advisory firm that provides discretionary and non‑discretionary portfolio management, financial planning, and non‑management investment advice to individuals, high‑net‑worth households, and a range of institutional clients. The firm’s stated client types include corporate pension and profit‑sharing plans, Taft‑Hartley plans, charitable institutions, foundations, endowments, corporations, and municipalities.
The firm implements globally diversified portfolios guided by Modern Portfolio Theory and tailors asset allocation to each client’s risk tolerance, using broad index funds, ETFs, or individually selected equities and bonds. Equity selections begin with screens and fundamental analysis emphasizing consistent earnings growth and strong balance sheets, while fixed income focuses on investment‑grade, intermediate maturities; accounts are reviewed regularly through an investment committee and proprietary monitoring tools.
Liberty Capital manages roughly $849 million in client assets with a four‑advisor team, resulting in an atypically high level of assets per advisor compared with many peer team firms. The senior investment personnel have decades of experience managing bank and institutional portfolios at firms such as Manufacturers National Bank and Comerica, and the firm’s client roster explicitly includes institutional and municipal mandates in addition to individual clients.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for non-management advisory and financial planning services, negotiated in advance
0.25% to 0.75% (tiered or flat fee, negotiable)
Hourly fees for non-management advisory and financial planning services, negotiated in advance
Minimum fee: Minimum annual fee of $2,500 on diversified portfolios, may be waived under certain conditions Fee-only: Negotiable fixed or hourly fees for non-management advisory and financial planning services
Main office
401 S Old Woodward Avenue, Ste 430
Birmingham MI 48009
Advisors at this office
4
Most active in
California · Florida · Louisiana · Michigan · Texas · Vermont
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Suzanne A
Series 63, Series 66
Birmingham, MI
Liberty Capital Management Inc
Suzanne Aitchison is a financial advisor at Liberty Capital Management Inc with 31 years of industry experience. She holds Series 63 and Series 66 designations and has been with Liberty Capital Management since 2016. Liberty Capital Management is an SEC-registered advisory firm serving individuals, high-net-worth households, and various institutional clients including corporate pension plans, charities, and municipalities. The firm uses a globally diversified investment approach based on Modern Portfolio Theory, employing fundamental equity analysis and investment-grade fixed income selections tailored to client risk tolerance.
James H
CFP®, Series 65, Series 63
Birmingham, MI
Liberty Capital Management Inc
James Howe is a CFP® professional at Liberty Capital Management Inc. in Birmingham, MI, with four years of industry experience. His prior roles include positions at JP Morgan Chase Bank and JP Morgan Securities. Liberty Capital Management, Inc. is an SEC-registered advisory firm serving individuals, high-net-worth households, and various institutional clients including corporate pension plans and charitable institutions. The firm employs a globally diversified investment approach guided by Modern Portfolio Theory, combining broad index funds, ETFs, and selected individual securities tailored to each client’s risk tolerance.
Charles D
Series 63, Series 66
Birmingham, MI
Liberty Capital Management Inc
Charles Dettloff is a financial advisor at Liberty Capital Management Inc with 32 years of industry experience. He holds Series 63 and Series 66 designations and has been with Liberty Capital Management since 2016. The firm serves individual and high-net-worth clients as well as institutional entities, providing discretionary and non-discretionary portfolio management along with financial planning services. Liberty Capital Management employs a globally diversified investment approach grounded in Modern Portfolio Theory, tailoring asset allocation to client risk tolerance and managing over $750 million in assets with a small advisory team.
Kenneth C
Series 65
Birmingham, MI
Liberty Capital Management Inc
Kenneth Carbaugh is a financial advisor at Liberty Capital Management Inc. with 10 years of industry experience. He holds a Series 65 designation and has been with Liberty Capital Management since 2014. Liberty Capital Management serves individual and high-net-worth clients, as well as institutional entities such as corporate pension plans, charitable institutions, and municipalities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and investment advice, employing globally diversified portfolios based on Modern Portfolio Theory and tailored to clients’ risk tolerance.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")