Data / Investment advisers / Michigan / Flexible Plan Investments LTD
Flexible Plan Investments LTD, Bloomfield Hills, MI: $1.5 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Flexible Plan Investments LTD is an SEC registered investment adviser with its main office in Bloomfield Hills, Michigan and reports $1.5 billion in regulatory assets under management in its Form ADV filed September 30, 2026. Its clients include investment companies, individuals and high net worth individuals. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 110762
- SEC file number
- 801-21073
- SEC status
- Approved, effective April 12, 1984
- Main office
- 3883 Telegraph Rd Ste 100, Bloomfield Hills, MI 48302
- Phone
- (800) 347-3539
- Website
- quantifiedfunds.com
- Regulatory AUM
- $1,484,076,880 in the Form ADV filed September 30, 2026
- Discretionary AUM
- $1,484,076,880
- Accounts
- 10,406
- Employees
- 68, of which 5 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 30, 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 type | Clients | AUM |
|---|---|---|
| Investment companies | 14 | $1.09 billion |
| Individuals (other than high net worth individuals) | 8,323 | $261 million |
| High net worth individuals | 737 | $104.3 million |
| Charitable organizations | 25 | $22.8 million |
| Pension and profit sharing plans | 33 | $5.1 million |
| Corporations or other businesses | 11 | $2.6 million |
| State or municipal government entities | 1 | $1.7 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 of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.48 billion | March 31, 2026 |
| December 1, 2025 | $1.54 billion | June 10, 2025 |
Other advisers in Bloomfield Hills
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Azimuth Capital Management | Bloomfield Hills | $3.99 billion | Not listed | adviserinfo.sec.gov |
| Deroy & Devereaux Private Investment Counsel, Inc. | Bloomfield Hills | $2.58 billion | Not listed | adviserinfo.sec.gov |
| Diversified Portfolios, Inc. | Bloomfield Hills | $1.94 billion | Not listed | adviserinfo.sec.gov |
| Modell Capital Management LLC | Bloomfield Hills | $1.88 billion | Not listed | adviserinfo.sec.gov |
| O2 Investment Partners, L.P. | Bloomfield Hills | $1.81 billion | 13 | adviserinfo.sec.gov |
| Integrated Investment Consultants, LLC | Bloomfield Hills | $1.08 billion | Not listed | adviserinfo.sec.gov |
| Lsia | Bloomfield Hills | $932.1 million | Not listed | adviserinfo.sec.gov |
| Cranbrook Wealth Management, LLC | Bloomfield Hills | $906.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Bloomfield Hills, MI
- Investment advisers in Michigan
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving investment companies
- Advisers serving individuals
- Flexible Plan Investments LTD on the SEC's adviser search
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.