ADVANCE CAPITAL MANAGEMENT INC

UUID9457f557-0875-572e-9bde-7b8fe49cc3d9

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:49

Updated2025-10-23 02:24:33

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

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SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

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Authority	Identifier	Display	As Of	Confidence
adv_crd	110767	110767	—	1.0
sec_file_number	801-28092	801-28092	—	—

HQ CitySOUTHFIELD

HQ StateMI

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

As of 2025-06-20 00:00:00 • Source ia09022025.xlsx

Name	Title	Role	Email	Evidence
ADVANCE CAPITAL GROUP INC., EMPLOYEE STOCK OWNERSHIP PLAN	ESOP	OFFICER	—	{"filing_id": "2018630", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
ADVANCE CAPITAL GROUP, INC.	HOLDING CO. OWNER	OFFICER	—	{"filing_id": "2018630", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
KATYNSKI, JULIE, ANN	CHIEF FINANCIAL OFFICER	OFFICER	—	{"filing_id": "2018630", "owner_id": "2610072", "source": "adv_part1", "table": "Schedule_A_B"}
KLEBER, ROBERT, LAWRENCE	TRUSTEE	OFFICER	—	{"filing_id": "2018630", "owner_id": "3013331", "source": "adv_part1", "table": "Schedule_A_B"}
KOSTIZ, CHRISTOPHER, MICHAEL	PRESIDENT	OFFICER	—	{"filing_id": "2018630", "owner_id": "2425265", "source": "adv_part1", "table": "Schedule_A_B"}
MALONE, GERALD, WALKER	TRUSTEE	OFFICER	—	{"filing_id": "2018630", "owner_id": "2569210", "source": "adv_part1", "table": "Schedule_A_B"}
RATHKA, RAYMOND, AUGUST	SHAREHOLDER	OFFICER	—	{"filing_id": "2018630", "owner_id": "1633889", "source": "adv_part1", "table": "Schedule_A_B"}
THEISEN, JOSEPH, ROBERT	VICE PRESIDENT	OFFICER	—	{"filing_id": "2018630", "owner_id": "4275238", "source": "adv_part1", "table": "Schedule_A_B"}
FROWNFELTER, STEPHANIE, ANN	CHIEF OPERATIONS OFFICER	EMPLOYEE	—	{"filing_id": "2018630", "owner_id": "5854019", "source": "adv_part1", "table": "Schedule_A_B"}
GARDNER, ELIZABETH, COLLEEN	CHIEF COMPLIANCE OFFICER	EMPLOYEE	—	{"filing_id": "2018630", "owner_id": "4845872", "source": "adv_part1", "table": "Schedule_A_B"}

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Relation	Organization	Last Updated	Evidence
No inbound affiliations.