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Data / Investment advisers / Michigan / Dahring | Cusmano and Associates

Dahring | Cusmano and Associates, Novi, MI: $781 million AUM, SEC registered investment adviser

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

Dahring | Cusmano and Associates is an SEC registered investment adviser with its main office in Novi, Michigan and reports $781 million in regulatory assets under management in its Form ADV filed September 4, 2026. Its clients include corporations and other businesses, high net worth individuals and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.

The request: Watch Dahring | Cusmano and Associates (CRD number 301236): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.

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Registration
SEC registered investment adviser
CRD number
301236
SEC file number
801-117222
SEC status
Approved, effective August 26, 2019
Legal name
Dahring | Cusmano LLC
Main office
26200 Town Center Dr. Suite 100, Novi, MI 48375
Phone
(248) 348-0100
Regulatory AUM
$781,384,466 in the Form ADV filed September 4, 2026
Discretionary AUM
$733,097,957
Non discretionary AUM
$48,286,509
Accounts
2,051
Employees
18, of which 9 give investment advice
Form of organization
Limited Liability Company
Paid through
a percentage of assets under management, hourly charges, fixed fees
Other offices
1
Form ADV Item 11 disclosures
None reported
Latest Form ADV filing
September 4, 2026
SEC record
Investment Adviser Public Disclosure

Clients

Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.

Client typeClientsAUM
Corporations or other businesses21$299.8 million
High net worth individuals154$298.1 million
Individuals (other than high net worth individuals)709$183.4 million

AUM in the SEC's monthly files

Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.

First in the file ofAUMForm ADV filed
April 1, 2026$781.4 millionMarch 24, 2026
December 1, 2025$707.1 millionNovember 18, 2025

Other advisers in Michigan

AdviserCityAUMPrivate fundsSource
Baron Wealth Management, LLCTroy$846.8 millionNot listedadviserinfo.sec.gov
Verde Capital Management, Inc.Clarkston$845.8 millionNot listedadviserinfo.sec.gov
Speyside Equity Advisers LLCAnn Arbor$811.4 million2adviserinfo.sec.gov
Q3 Asset Management CorporationBirmingham$794.7 millionNot listedadviserinfo.sec.gov
JVL Wealth StrategiesWyoming$784.4 millionNot listedadviserinfo.sec.gov
West Michigan AdvisorsHolland$781.3 millionNot listedadviserinfo.sec.gov
Stonebridge Financial GroupGrand Rapids$739.4 millionNot listedadviserinfo.sec.gov
Valstone Partners VIBirmingham$735.9 million3adviserinfo.sec.gov

Also on SpecStream

Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.