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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does M1 Capital Management have?","answer":"M1 Capital Management has 6 investment adviser representatives registered with state securities authorities, out of 12 employees, and 6 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does M1 Capital Management invest in?","answer":"At the end of its last fiscal year, M1 Capital Management’s separately managed accounts held 65% registered funds (mutual funds, ETFs, BDCs), 16% exchange-traded equities, 14% U.S. government and agency bonds, 4% other and 1% cash and equivalents. 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