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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

MICHIGAN ADVISORS, INC

CRD 124064

SOUTHFIELD, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5ef92393-a8b6-32be-9b18-a9ffa72a4a65

Data as of Aug 29, 2012 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 0
On other graphs: 0
Observed: Mar 23, 2012 to Aug 29, 2012
4 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $68.3MItem 5.F on the latest filing (2012-08-29); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $25.3M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Accounts: 350
SEC number: 801-69004
CRD: 124064
Filings on the tape: 4
First filed: Mar 23, 2012
Latest filed: Aug 29, 2012
Organised: Corporation, Michigan

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
RAYBA, SANDRA, JEAN	VICE-PRESIDENT	Na	yes	02/2001	Mar 23, 2012	Aug 29, 2012
RICE, WILLIAM, ELMER	CHIEF COMPLIANCE OFFICER PRESIDENT	E	yes	02/2001	Mar 23, 2012	Aug 29, 2012
WILLIAMS, LEANNA, SUSAN	VICE PRESIDENT	Na	yes	02/2001	Mar 23, 2012	Aug 29, 2012

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
MICHIGAN SECURITIES, INC.	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Kalamazoo	Mi	United States	n/a	no
ROCHESTER HILLS	Mi	United States	n/a	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2011	Mar 23, 2012	$68.3M	$25.3M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2011	$68.3M	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
PKS ADVISORY SERVICES, LLC	2	Jul 15, 2020	Jun 22, 2020	KALAMAZOO, MI	Team lift out	Other	33.3%
PKS ADVISORY SERVICES, LLC	2	Jul 15, 2020	Jun 18, 2020	ALBANY, NY	Team lift out	Other	33.3%

Relationships

Controls (3)

← RAYBA, SANDRA, JEANOwnerVICE-PRESIDENT, ownership code NA, individual
Mar 23, 2012 to presentfactForm ADV
← WILLIAMS, LEANNA, SUSANOwnerVICE PRESIDENT, ownership code NA, individual
Mar 23, 2012 to presentfactForm ADV
← RICE, WILLIAM, ELMEROwnerCHIEF COMPLIANCE OFFICER PRESIDENT, ownership code E, individual
Mar 23, 2012 to presentfactForm ADV

Registered with (10)

← ROGER K BRINKSAdvisorregistration: previous registration
Aug 18, 2015 to Oct 22, 2020factForm ADV
← DANIEL JOHN MCWILLIAMSAdvisorregistration: previous registration
Feb 18, 2016 to Jul 31, 2020factForm ADV
← JEFFREY LANE DAVISAdvisorregistration: previous registration
Jul 20, 2010 to Jul 15, 2020factForm ADV
← CHRISTOPHER THOMAS BOKMULLERAdvisorregistration: previous registration
Nov 12, 2014 to Jul 15, 2020factForm ADV
← CARA PERROTTA GARDNERAdvisorregistration: previous registration
Dec 16, 2016 to Jul 15, 2020factForm ADV
← Steven Matthew DolinskiAdvisorregistration: previous registration
Jan 24, 2020 to Jul 15, 2020factForm ADV
← RICHARD BRIAN PRICEAdvisorregistration: previous registration
Jul 20, 2010 to May 29, 2020factForm ADV
← MICHELLE R BROWAdvisorregistration: previous registration
Jan 26, 2015 to Feb 21, 2019factForm ADV
← SAM GREGORY HUSZCZOAdvisorregistration: previous registration
Jul 20, 2010 to Jul 21, 2016factForm ADV
← JOHN JAY SCHUCHAdvisorregistration: previous registration
Nov 12, 2014 to Aug 10, 2015factForm ADV

Moved with (1)

→ PKS ADVISORY SERVICES, LLCRegistered adviser3 advisors, firm absorbed, same day
Jul 15, 2020 to Jun 18, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5ef92393-a8b6-32be-9b18-a9ffa72a4a65
First observed: Mar 23, 2012
Last observed: Aug 29, 2012 171 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MICHIGAN ADVISORS, INC

CRD 124064

SOUTHFIELD, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5ef92393-a8b6-32be-9b18-a9ffa72a4a65

Data as of Aug 29, 2012 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:08 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

RAYBA, SANDRA, JEAN

VICE-PRESIDENT

yes

02/2001

Mar 23, 2012

Aug 29, 2012

RICE, WILLIAM, ELMER

CHIEF COMPLIANCE OFFICER PRESIDENT

yes

02/2001

Mar 23, 2012

Aug 29, 2012

WILLIAMS, LEANNA, SUSAN

VICE PRESIDENT

yes

02/2001

Mar 23, 2012

Aug 29, 2012

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MICHIGAN SECURITIES, INC.

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Kalamazoo

United States

n/a

ROCHESTER HILLS

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2011

Mar 23, 2012

$68.3M

$25.3M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2011

$68.3M

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

PKS ADVISORY SERVICES, LLC

Jul 15, 2020

Jun 22, 2020

KALAMAZOO, MI

Team lift out

Other

33.3%

PKS ADVISORY SERVICES, LLC

Jul 15, 2020

Jun 18, 2020

ALBANY, NY

Team lift out

Other

33.3%