RIA Intel›Advisers›Michigan›FERN CAPITAL INC.

FERN CAPITAL INC.

Advisory

MI

Data as of Feb 11, 2026 · Source: SEC Form ADV

Rank in MI
#447
of 521 advisers by AUM
Average account
$664K
across 107 accounts
AUM per adviser
$36M
2 advisers

Source: SEC Form ADV. Figures as filed Feb 11, 2026.

Total AUM
$71M
Discretionary %
100%
Clients
45
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$71M
Discretionary AUM$71M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients45
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InMI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MI

Closest by assets under management. All figures from Form ADV.

ATARAXIS WEALTH MANAGEMENT LLC
LANSING, MI
$71M
PINNACLE INVESTMENT ADVISORS, LLC
ANN ARBOR, MI
$72M
AFFINITY FINANCIAL ADVISORY, LLC
ALLEN PARK, MI
$72M
PAPADOPOULOS, GEORGE
$70M
MAINSTREET FINANCIAL ADVISORS, LLC
KALAMAZOO, MI
$69M
+0.1% 1Y
ADVIZE WEALTH MANAGEMENT PLLC
ROCHESTER, MI
$69M

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