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KC

Kenneth J. Carbaugh

LIBERTY CAPITAL MANAGEMENT
Birmingham, MI 48009
Some features on this profile are disabled
CRD#: 6605053
KC

Professional summary

Kenneth John Carbaugh is a registered financial advisor currently at LIBERTY CAPITAL MANAGEMENT INC located in Birmingham, Michigan.

Kenneth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Kenneth has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kenneth John Carbaugh's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 25, 2016 - Present

LIBERTY CAPITAL MANAGEMENT INC

Office #1: 401 S Old Woodward Avenue Ste 430, Birmingham, MI 48009
RIA
CRD#: 106063
Birmingham, MI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LC
LIBERTY CAPITAL MANAGEMENT INC
LIBERTY CAPITAL MANAGEMENT INC

CRD#: 106063 / SEC#: 801-42852

RIA
Registered Investment Advisory firm - (12/8/1992 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Michigan
(1/25/2016)
IAR
Texas
(11/14/2018)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/15/2016
Uniform Investment Adviser Law Examination

Current Firm

LC
LIBERTY CAPITAL MANAGEMENT INC
LIBERTY CAPITAL MANAGEMENT INC

CRD#: 106063 / SEC#: 801-42852

RIA
Registered Investment Advisory firm - (12/8/1992 Approved)
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Contact information

Main Address
401 S Old Woodward Avenue Ste 430, Birmingham, MI 48009
Mailing Address
Phone number
(248) 258-9290
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2 BROCHURE-LIBERTY CAPITAL MANAGEMENT (3/2/2025)

Regulatory assets under management

Total Number of Accounts382
AUM (Assets Under Management)$ 752,155,577

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

LIBERTY CAPITAL MANAGEMENT INC

CRD#: 106063Birmingham, MI 48009

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