Wealth manager, independent · Novi, MI
C2 Private Wealth
Strategic Investment Advisors, LLC · SEC-registered investment adviser · CRD 151501 · SEC 801-110692
At a glance
C2 Private Wealth is an SEC-registered investment adviser based in Novi, Michigan, with $1.8B in regulatory assets under management as of its Form ADV filed June 19, 2026. It reports 2,056 individual clients, 514 of them high-net-worth, holding an average of about $0.9 million each, and 16 employees. That ranks it 608th among the nation’s 5,657 independent wealth management RIAs and 17th of 178 in Michigan. It reports Fidelity Distributors Company as the custodian for its clients’ separately managed accounts.
Main office 248-567-6688c2privatewealth.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.8B
- Rank among independent wealth managers
- #608 of 5,657
- Rank among all SEC RIAs
- #3,841 of 17,210
- Rank in Michigan
- #17 of 178
- Individual clients
- 2,056
- High-net-worth clients
- 514
- Accounts
- 11,760
- Discretionary
- 100% of AUM
- Employees
- 16
- Advisory staff
- 11
- Offices
- 5
Owners and executives on its Form ADV
- Kirk M. CassidyPresident
- Barry S. GarrettChief Compliance Officer
Custody and brokerage
Broker-dealer
No broker-dealer ties
C2 Private Wealth reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 514 | $1.1B | 61% |
| Individuals | 1,542 | $681M | 37% |
| Charitable organizations | 1 | $16M | <1% |
| Corporations or other businesses | 9 | $3M | <1% |
Disciplinary disclosures
C2 Private Wealth reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗c2privatewealth.com ↗
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Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 8 years of filings
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- Rank against 2,168 peers of its type and size
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- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Michigan
All of Michigan →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Sigma Investment CounselorsNorthville | $2.2B | 775 |
| Diversified Portfolios, Inc.Bloomfield Hills | $1.9B | 660 |
| Blue Chip Partners, LLCFarmington Hills | $1.9B | 1,001 |
| Signal Advisors Wealth, LLCDetroit | $1.7B | 4,816 |
| LVM Capital Management LTDPortage | $1.6B | 1,369 |
| Planning Alternatives LTDBirmingham | $1.5B | 669 |
Background
Questions
How much does C2 Private Wealth manage?
C2 Private Wealth reports $1.8B in regulatory assets under management across 11,760 accounts, 100% of it on a discretionary basis, on its Form ADV filed June 19, 2026.
How many clients does C2 Private Wealth have?
It reports 2,056 individual clients: 514 high-net-worth individuals and 1,542 other individuals. Individuals account for about 99% of its regulatory assets.
Where is C2 Private Wealth headquartered?
Its main office is in Novi, Michigan. It reports 5 offices in total and 16 employees, 11 of whom perform investment advisory functions.
How does C2 Private Wealth charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does C2 Private Wealth use?
It reports Fidelity Distributors Company as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed June 19, 2026, it reports these amounts held: Fidelity Distributors Company ($1.8B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is C2 Private Wealth a hybrid RIA with a broker-dealer?
C2 Private Wealth reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is C2 Private Wealth a fiduciary?
As an SEC-registered investment adviser, C2 Private Wealth owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is C2 Private Wealth’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-19), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →