Liberty Capital Management Inc
- Regulatory AUM
- $849M
- Discretionary
- $766M
- Clients
- 160
- Avg AUM / client
- $5.3M
- Accounts
- 430
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Feb 10, 2026
Investments (13F portfolio — 184 positions, $581,747,348)
13F period Jun 30, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | TOTAL STK MKT | $45,844,495 | 123,891 | 7.88% | 5.4% |
| 2 | Apple Inc | COM | $24,835,946 | 85,831 | 4.27% | 2.92% |
| 3 | Nvidia Corporation | COM | $21,533,686 | 107,620 | 3.7% | 2.53% |
| 4 | Alphabet Inc | CAP STK CL A | $21,399,316 | 59,880 | 3.68% | 2.52% |
| 5 | Schwab Strategic Tr | US BRD MKT ETF | $17,610,115 | 608,084 | 3.03% | 2.07% |
| 6 | Amazon Com Inc | COM | $15,581,716 | 65,376 | 2.68% | 1.83% |
| 7 | Costco Wholesale Corporation | COM | $14,596,138 | 15,603 | 2.51% | 1.72% |
| 8 | Visa Inc | COM CL A | $11,905,566 | 34,701 | 2.05% | 1.4% |
| 9 | Applied Indl Technologies In | COM | $11,722,984 | 34,668 | 2.02% | 1.38% |
| 10 | Fortinet Inc | COM | $10,723,290 | 69,804 | 1.84% | 1.26% |
| 11 | Abbvie Inc | COM | $10,652,424 | 42,332 | 1.83% | 1.25% |
| 12 | Vanguard Bd Index Fds | TOTAL BND MRKT | $10,505,234 | 143,104 | 1.81% | 1.24% |
| 13 | American Centy Etf Tr | US SML CP VALU | $9,970,570 | 79,918 | 1.71% | 1.17% |
| 14 | Aflac Inc | COM | $9,627,398 | 82,110 | 1.65% | 1.13% |
| 15 | Vanguard Tax Managed Fds | VAN FTSE DEV MKT | $9,309,311 | 130,657 | 1.6% | 1.1% |
| 16 | Microsoft Corp | COM | $9,040,140 | 24,235 | 1.55% | 1.06% |
| 17 | Jpmorgan Chase & Co | COM | $8,853,622 | 27,048 | 1.52% | 1.04% |
| 18 | Ishares Tr | NATIONAL MUN ETF | $8,553,100 | 79,475 | 1.47% | 1.01% |
| 19 | Thermo Fisher Scientific Inc | COM | $8,524,123 | 17,002 | 1.47% | 1.0% |
| 20 | Home Depot Inc | COM | $8,392,373 | 23,796 | 1.44% | 0.99% |
| 21 | Cintas Corp | COM | $8,260,275 | 48,567 | 1.42% | 0.97% |
| 22 | Alphabet Inc | CAP STK CL C | $8,003,984 | 22,653 | 1.38% | 0.94% |
| 23 | Asml Hldg Nv | N Y REGISTRY SHS | $7,967,707 | 4,005 | 1.37% | 0.94% |
| 24 | Schwab Strategic Tr | US LCAP GR ETF | $7,957,950 | 235,164 | 1.37% | 0.94% |
| 25 | Schwab Strategic Tr | INTL EQTY ETF | $7,558,112 | 272,856 | 1.3% | 0.89% |
Top 25 of 184 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 34 | $18.4M | 2.16% |
| High net worth individuals | 126 | $763M | 89.8% |
| Banking or thrift institutions | Fewer than 5 clients | $13.4M | 1.58% |
| Charitable organizations | Fewer than 5 clients | $13.1M | 1.54% |
| Other investment advisers | Fewer than 5 clients | $9.6M | 1.13% |
| Corporations and other businesses | Fewer than 5 clients | $32.3M | 3.8% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Baycare Clinic 401(k) Retirement Savings Plan Baycare Clinic, L.L.P. | 2024 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kenneth John Carbaugh | Ceo/Cco | Jan 2016 (11y) | 75% or more | |
| Charles Lawrence Dettloff | Registered representative | Jan 2016 (11y) | ||
| Suzanne Aitchison | Registered representative | Apr 2016 (10y) | ||
| James V. Howe | Registered representative | CFP | May 2023 (3y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Baycare Clinic 401(k) Retirement Savings Plan | Baycare Clinic, L.L.P. | 957 | $316M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/10/2026 | 956 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $793M (93% of AUM) Feb 2026
- Comerica Bank Trust National Association $25.1M (3% of AUM) Feb 2026
- UBS $23.6M (3% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 10, 2026.
View current Form ADV (SEC/IAPD) ↗