Confidential Management Advisors, Inc.

Overview

Confidential Management Advisors, Inc. is an SEC registered investment adviser based in Troy, MI, registered since 2009. It reports $162M in assets under management across 132 accounts, with 1 employees. It has 1 investment adviser representatives.

Reported AUM

$162M

Discretionary

100%

Accounts

132

Average account

$1.2M

Employees

1

Advisory reps

1

Registered since

2009

Jurisdictions

2

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• Craig Maxwell Adams Vice President, Chief Compliance Officer CRD 969

Advisory reps 1 of 1

• Craig M Adams Insurance Agent · Registered Rep · Investment Adviser Rep CRD 969

Location

Headquarters

1700 W Big Beaver Rd Ste 320
Troy, MI 48084

County

Oakland

Metro area

Detroit-Warren-Dearborn, MI

Region

Midwest

Registrations

• SEC registered
• Registered in 2 jurisdictions
• Website: confidentialmgt.com

Every state, with registration dates

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