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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

LIBERTY CAPITAL MANAGEMENT INC

CRD 106063

BIRMINGHAM, 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:7771f270-a32b-d9fd-152a-9e6eeec88da5

Data as of Feb 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Apr 11, 2012 to Feb 10, 2026
28 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: independent wealth managerderivedprivate_client_share=0.92 fund_share=0.01 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $849MItem 5.F on the latest filing (2026-02-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $766M
Private client RAUM: $781MderivedItem 5.D individuals plus high net worth individuals
Private client share: 92%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $212Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 430
Individual clients: 34
High net worth clients: 126
Custody, client assets: $268M
SEC number: 801-42852
CIK: 1366838
CRD: 106063
Filings on the tape: 28
First filed: Apr 11, 2012
Latest filed: Feb 10, 2026
Organised: Corporation, MI
Website: libertycapitalmi.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Kenneth John Carbaugh	n/a	BIRMINGHAM, MI	10	12	n/a	no
CHARLES LAWRENCE DETTLOFF	n/a	BIRMINGHAM, MI	10	32	1	no
SUZANNE AITCHISON	n/a	BIRMINGHAM, MI	10	31	1	no
James V. Howe	Certified Financial Planner	BIRMINGHAM, MI	3	10	2	no

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
Carbaugh, Kenneth, John	CEO/CCO	E	yes	01/2017	Feb 22, 2017	Feb 6, 2024

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
2025	Feb 10, 2026	$849M	$766M	4	3	0	n/a	n/a
2024	Mar 2, 2025	$752M	$677M	4	3	0	n/a	n/a
2023	Feb 6, 2024	$605M	$534M	4	2	0	n/a	n/a
2022	Mar 13, 2023	$467M	$416M	3	2	0	n/a	n/a
2021	Feb 25, 2022	$518M	$477M	3	2	0	n/a	n/a
2020	Feb 11, 2021	$450M	$415M	3	2	0	n/a	n/a
2019	Mar 21, 2020	$402M	$371M	5	3	0	n/a	n/a
2018	Mar 26, 2019	$303M	$279M	5	3	0	n/a	n/a
2017	Feb 27, 2018	$316M	$296M	5	3	0	n/a	n/a
2016	Feb 22, 2017	$273M	$273M	6	3	n/a	n/a	n/a
2015	Mar 29, 2016	$199M	$199M	5	4	n/a	n/a	n/a
2014	Feb 24, 2015	$210M	$210M	7	5	n/a	n/a	n/a
2013	Jan 22, 2014	$204M	$204M	5	5	n/a	n/a	n/a
2012	Jan 31, 2013	$170M	$170M	4	4	n/a	n/a	n/a
2011	Apr 11, 2012	$159M	$159M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

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
2025	$849M	$752M	12.9%	$467M	22.1%	4	4	0	0

Relationships

Registered with (4)

← James V. HoweAdvisorregistration: current employment
May 31, 2023 to presentfactForm ADV
← SUZANNE AITCHISONAdvisorregistration: current employment
Apr 20, 2016 to presentfactForm ADV
← CHARLES LAWRENCE DETTLOFFAdvisorregistration: current employment
Jan 28, 2016 to presentfactForm ADV
← Kenneth John CarbaughAdvisorregistration: current employment
Jan 25, 2016 to presentfactForm ADV

Controls (1)

← Carbaugh, Kenneth, JohnOwnerCEO/CCO, ownership code E, individual
Feb 22, 2017 to Feb 6, 2024factForm ADV

Dated events

Occurred
Feb 6, 2024
Regulatory AUM changed
Liberty Capital Management Inc reported RAUM $605.4M, up 30% from $467.1M (2023-08-28 to 2024-02-06)
Form ADVobserved 4 days ago
$138M
Occurred
Mar 21, 2020
Control person left
David Robert Foster (Chairman, Evp) no longer on Schedule A of Liberty Capital Management Inc (listed 2019-07-11, absent 2020-03-21)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7771f270-a32b-d9fd-152a-9e6eeec88da5
First observed: Apr 11, 2012
Last observed: Feb 10, 2026 7 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.

LIBERTY CAPITAL MANAGEMENT INC

CRD 106063

BIRMINGHAM, 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:7771f270-a32b-d9fd-152a-9e6eeec88da5

Data as of Feb 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:26 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Kenneth John Carbaugh

n/a

BIRMINGHAM, MI

n/a

CHARLES LAWRENCE DETTLOFF

n/a

BIRMINGHAM, MI

SUZANNE AITCHISON

n/a

BIRMINGHAM, MI

James V. Howe

Certified Financial Planner

BIRMINGHAM, MI

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Carbaugh, Kenneth, John

CEO/CCO

yes

01/2017

Feb 22, 2017

Feb 6, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 10, 2026

$849M

$766M

n/a

2024

Mar 2, 2025

$752M

$677M

n/a

2023

Feb 6, 2024

$605M

$534M

n/a

2022

Mar 13, 2023

$467M

$416M

n/a

2021

Feb 25, 2022

$518M

$477M

n/a

2020

Feb 11, 2021

$450M

$415M

n/a

2019

Mar 21, 2020

$402M

$371M

n/a

2018

Mar 26, 2019

$303M

$279M

n/a

2017

Feb 27, 2018

$316M

$296M

n/a

2016

Feb 22, 2017

$273M

n/a

2015

Mar 29, 2016

$199M

n/a

2014

Feb 24, 2015

$210M

n/a

2013

Jan 22, 2014

$204M

n/a

2012

Jan 31, 2013

$170M

n/a

2011

Apr 11, 2012

$159M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$849M

$752M

12.9%

$467M

22.1%