Confidential Management Advisors provides financial planning, portfolio management for individuals and small businesses, and selecting other managers. Financial planning was provided to 51–100 clients last fiscal year.
Confidential Management Advisors reports 69 clients. They include 51 high-net-worth individuals and 18 individual clients. Of its assets, 99.5% ($161M across 122 accounts) are managed with discretion; $794K across 10 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 26% | 2% |
| High-net-worth individuals | 74% | 98% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 18 | $3.22M | 2.0% | $179K |
| High-net-worth individuals | 51 | $159M | 98.0% | $3.11M |
| Total | 69 | $162M | 100% | $2.35M |
- Clients
- 18
- Regulatory AUM
- $3.22M
- AUM share
- 2.0%
- Avg. per client
- $179K
- Clients
- 51
- Regulatory AUM
- $159M
- AUM share
- 98.0%
- Avg. per client
- $3.11M
Total
- Clients
- 69
- Regulatory AUM
- $162M
- AUM share
- 100%
- Avg. per client
- $2.35M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Confidential Management Advisors charges 1.00%–1.50% a year for its Personal Resource Management. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- PRM Executive Summary & Guidebook reports
- Executive Summary & Guidebook reports carry a maximum flat fee of $5,500.
- PRM Special Issue reports
- Special Issue reports are billed hourly at a maximum of $450 an hour, negotiable at the firm's discretion.
Craig Adams owns 75% or more of Confidential Management Advisors. The leadership team of Confidential Management Advisors includes President Craig Adams. It has 1 employee.
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- 1 broker-dealer rep
- 1 insurance agent
- Owns 75% or more of Confidential Management Advisors, Inc.
Craig Adams
Control person · since January 2025
Confidential Management Advisors’ regulatory assets went from $157M (May 2021) to $162M (March 2026); clients fell from 89 to 69 and employees from 2 to 1.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $162M | 69 | 1 | 1 |
| Feb 2025February 2025 | $155M | 74 | 1 | 1 |
| Jan 2024January 2024 | $149M | 83 | 2 | 1 |
| Feb 2023February 2023 | $131M | 90 | 2 | 1 |
| Feb 2022February 2022 | $153M | 55 | 2 | 1 |
| May 2021May 2021 | $157M | 89 | 2 | 1 |
Besides its headquarters, Confidential Management Advisors has 0 offices, with 1 listed address in 1 state.
Michigan · 1 listed address
- 1700 West Big Beaver, Suite 320, TroyHQ
Contact and registration details
- Legal name
- Confidential Management Advisors, Inc.
- Headquarters
- 1700 West Big Beaver, Suite 320, Troy, MI 48084
- Website
- confidentialmgt.com
- Phone
- 248-540-7511
- SEC file
- 801-70741
- Structure
- Michigan corporation
- Fiscal year end
- December
Confidential Management Advisors’ named custodians for separately managed accounts are Charles Schwab ($141M, 87%) and Equitable Distributors ($20.9M, 13%). Confidential Management Advisors does not have custody of client assets.
- Equitable DistributorsEquitable Distributors, LLC · Jersey City, NJ · $20.9M13%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $141M87%
At year end, Confidential Management Advisors’ separately managed accounts were mostly in funds (78%).
What the accounts hold
- Stocks9%
- Funds78%
- Other13%
- Variable annuity contracts13%
How many clients does Confidential Management Advisors have?
Confidential Management Advisors has 69 clients and manages $162 million for them, as of March 2026. They include 51 high-net-worth individuals and 18 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does Confidential Management Advisors offer?
Confidential Management Advisors provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Confidential Management Advisors charge?
Confidential Management Advisors charges 1.00%–1.50% a year for its Personal Resource Management. The fee is billed in advance and is negotiable.
Source: CONFIDENTIAL MANAGEMENT ADVISORS, INC. ADV BROCHURE, filed 27 March 2026
Which custodians does Confidential Management Advisors use?
Confidential Management Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $141M and Equitable Distributors, LLC (Jersey City, NJ), with $20.9M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026
How many financial advisors does Confidential Management Advisors have?
Confidential Management Advisors has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Confidential Management Advisors invest in?
At the end of its last fiscal year, Confidential Management Advisors’ separately managed accounts held 78% registered funds (mutual funds, ETFs, BDCs), 13% other and 9% exchange-traded equities. The 13% other category is described as: Variable Annuity Contracts.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Confidential Management Advisors?
Confidential Management Advisors’ direct owner is Craig Adams (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does Confidential Management Advisors get paid?
Confidential Management Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Confidential Management Advisors?
Confidential Management Advisors’ main office is at 1700 West Big Beaver, Suite 320, Troy, MI 48084. Its phone number is 248-540-7511. Its website is confidentialmgt.com.