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firm profile

SPC

RIA Ann Arbor, MI CRD 110692 Last verified October 2026

Overview

SPC is an SEC registered investment adviser based in Ann Arbor, MI, registered since 1984. It reports $6.1B in assets under management across 26,433 accounts, with 471 employees. It has 476 investment adviser representatives.

Reported AUM
$6.1B
Discretionary
100%
Accounts
26,433
Average account
$231K
Employees
471
Advisory reps
476
Registered since
1984
Jurisdictions
53

As reported in the firm's May 2026 filing.

Contact

1 phone number on file

Practice

Services
  • Educational Seminars
  • Financial Planning
  • Individuals or Small Business
  • Other Advisory Services
  • Pension Consulting
  • Portfolio Management for Businesses or Institutional Clients
  • Selection of Other Advisors
Client types
  • Charities and Non-Profits
  • Corporations/Businesses
  • Government
  • High Net Worth Individuals
  • Individuals
  • Pension/Profit Sharing Plan
Fee structure
Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 7

4 more executive officers, with direct contact details

Advisory reps 3 of 476

  • Robert J Achille Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4316392
  • Mitchell J Adler Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1269596
  • Larry D Ailes Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4346778

473 more advisory reps, with emails, phones and branch locations

Location

Headquarters
300 Parkland Plz
Ann Arbor, MI 48103
County
Washtenaw
Metro area
Ann Arbor, MI
Region
Midwest

Registrations

Every state, with registration dates

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