Form ADV Brochures
Below you'll find Exchange Capital Management's Form ADV. The Form ADV contains information about an investment adviser and its business operations, as well as disclosure about certain disciplinary events involving the adviser and its key personnel.
Form ADV Part 2A
This brochure provides information about the qualifications and business practices of Exchange Capital Management, Inc.
Form ADV Part 2B: Michael Reid, CFA
This addendum provides information about Michael R. Reid that supplements the Exchange Capital Management, Inc. Form ADV brochure.
Form ADV Part 2B: Kevin McVeigh, CFA
This addendum provides information about Kevin D. McVeigh that supplements the Exchange Capital Management, Inc. Form ADV brochure.
Form ADV Part 2B: Andrew Stewart, CFA, CAIA
This addendum provides information about Andrew D. Stewart that supplements the Exchange Capital Management, Inc. Form ADV brochure.
Form ADV Part 2B: Joseph Crowley, CFP®
This addendum provides information about Joseph S. Crowley that supplements the Exchange Capital Management, Inc. Form ADV brochure.
Form ADV Part 2B: Joel Van Buren, CFP®
This addendum provides information about Joel H. Van Buren that supplements the Exchange Capital Management, Inc. Form ADV brochure.
Form ADV Part 2B: Daniella Amore
This addendum provides information about Daniella M. Amore that supplements the Exchange Capital Management, Inc. Form ADV brochure.
Form ADV Part 2B: Daniel Smith.
This addendum provides information about Daniel J. Smith that supplements the Exchange Capital Management, Inc. Form ADV brochure.
Form ADV Part 2B: Matthew Ross
This addendum provides information about Matthew J. Ross that supplements the Exchange Capital Management, Inc. Form ADV brochure.
Form ADV Part 2B: Noah Melquist
This addendum provides information about Noah S. Melquist that supplements the Exchange Capital Management, Inc. Form ADV brochure.
Form ADV Part 2B: Jotham Zachary Monsma
This addendum provides information about Jotham Zachary Monsma that supplements the Exchange Capital Management, Inc. Form ADV brochure.
Form ADV Part 2B: Benjamin Samoylov, CFA
This addendum provides information about Benjamin Samoylov that supplements the Exchange Capital Management, Inc. Form ADV brochure.