RIA Intel›Advisers›Michigan›AUTUMN FINANCIAL ADVISORS, LLC

AUTUMN FINANCIAL ADVISORS, LLC

Advisory

PLYMOUTH, MI

Data as of Mar 13, 2026 · Source: SEC Form ADV

Average account

$196K

across 114 accounts

AUM per adviser

$11M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 13, 2026.

Total AUM

$22M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$22M

Discretionary AUM$22M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients39

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

39 clients

8 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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