Data / Investment advisers / Michigan / The Enterprise Investment Company
The Enterprise Investment Company, Farmington Hills, MI: $607 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
The Enterprise Investment Company is an SEC registered investment adviser with its main office in Farmington Hills, Michigan and reports $607 million in regulatory assets under management in its Form ADV filed April 29, 2026. Its clients include high net worth individuals and pension and profit sharing plans. It is paid through a percentage of assets under management and hourly charges.
The request: Watch The Enterprise Investment Company (CRD number 116889): 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
- 116889
- SEC file number
- 801-103471
- SEC status
- Approved, effective July 24, 2015
- Main office
- 30301 Northwestern Highway Suite 200, Farmington Hills, MI 48334
- Phone
- (248) 539-8282
- Website
- pappasfinancial.com
- Regulatory AUM
- $607,092,382 in the Form ADV filed April 29, 2026
- Discretionary AUM
- $507,427,985
- Non discretionary AUM
- $99,664,397
- Accounts
- 1,106
- Employees
- 7, of which 7 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 29, 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 |
|---|---|---|
| High net worth individuals | 795 | $563.8 million |
| Pension and profit sharing plans | 46 | $43.2 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 |
|---|---|---|
| May 1, 2026 | $607.1 million | April 29, 2026 |
| December 1, 2025 | $479.6 million | August 28, 2025 |
Other advisers in Michigan
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Heron Bay Capital Management | Bloomfield Hills | $643.8 million | Not listed | adviserinfo.sec.gov |
| Gem Asset Management, LLC | Plymouth | $628.1 million | Not listed | adviserinfo.sec.gov |
| Hill Island Financial LLC | Grand Rapids | $623.8 million | Not listed | adviserinfo.sec.gov |
| Wolff Financial Management LLC | Kalamazoo | $612.7 million | Not listed | adviserinfo.sec.gov |
| Arbor Trust Wealth Advisors, LLC | Ann Arbor | $611.4 million | Not listed | adviserinfo.sec.gov |
| Concorde Asset Management, LLC | Ann Arbor | $598.4 million | Not listed | adviserinfo.sec.gov |
| Grand Wealth Management, LLC | Grand Rapids | $597.8 million | Not listed | adviserinfo.sec.gov |
| Voisard Asset Management Group | Grand Rapids | $589.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Michigan
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving pension and profit sharing plans
- The Enterprise Investment Company 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.