---
title: Regulatory Disclosures | Exchange Capital Management
description: As an independent investment advisory firm, we took the fiduciary oath to provide our clients with conflict-free, fully transparent advice and business practices. Explore each of our fee-only advisor's registration.
---

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# Regulatory Disclosures

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#### Form ADV Part 2A

This brochure provides information about the qualifications and business practices of Exchange Capital Management, Inc.

<https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=946575>

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#### 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.

<https://www.exchangecapital.com/hubfs/Documents/Compliance%20Documents/In-force%20Compliance%20Documents/Exchange%20Capital%20Part2B_Reid_02-21-2023.pdf?hsLang=en-us>

**

#### 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. 

<https://www.exchangecapital.com/hubfs/Documents/Compliance%20Documents/In-force%20Compliance%20Documents/Exchange%20Capital%20Part2B_McVeigh_02-21-2023.pdf?hsLang=en-us>

**

#### 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. 

<https://www.exchangecapital.com/hubfs/Documents/Compliance%20Documents/In-force%20Compliance%20Documents/Exchange%20Capital%20Part2B_Stewart_02-21-2023.pdf?hsLang=en-us>

**

#### 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.

<https://www.exchangecapital.com/hubfs/Documents/Compliance%20Documents/In-force%20Compliance%20Documents/Exchange%20Capital%20Part2B_Crowley_02-21-2023.pdf?hsLang=en-us>

**

#### Form ADV Part 2B: Benjamin Samoylov, CFA

This addendum provides information about Ben Samoylov that supplements the Exchange Capital Management, Inc. Form ADV brochure. 

<https://www.exchangecapital.com/hubfs/Documents/Compliance%20Documents/In-force%20Compliance%20Documents/Exchange%20Capital%20Part2B_Samoylov_04-02-2024.pdf?hsLang=en-us>

**

#### Form ADV Part 2B: Joel Van Buren, CFP®

This addendum provides information about Joel Van Buren that supplements the Exchange Capital Management, Inc. Form ADV brochure. 

<https://www.exchangecapital.com/hubfs/Documents/Compliance%20Documents/In-force%20Compliance%20Documents/Exchange%20Capital%20Part2B_Van%20Buren_02-21-2023.pdf?hsLang=en-us>

**

#### Form ADV Part 2B: Daniella Amore

This addendum provides information about Daniella Amore that supplements the Exchange Capital Management, Inc. Form ADV brochure. 

<https://www.exchangecapital.com/hubfs/Documents/Compliance%20Documents/In-force%20Compliance%20Documents/Exchange%20Capital%20Part2B_Amore_02-21-2023.pdf?hsLang=en-us>

**

#### Form ADV Part 2B: Daniel Smith

This addendum provides information about Daniel Smith that supplements the Exchange Capital Management, Inc. Form ADV brochure. 

<https://www.exchangecapital.com/hubfs/Documents/Compliance%20Documents/In-force%20Compliance%20Documents/Exchange%20Capital%20Part2B_Smith_10-20-2023.pdf?hsLang=en-us>

**

#### Form ADV Part 2B: Matthew Ross

This addendum provides information about Matthew Ross that supplements the Exchange Capital Management, Inc. Form ADV brochure. 

<https://www.exchangecapital.com/hubfs/Documents/Compliance%20Documents/In-force%20Compliance%20Documents/Exchange%20Capital%20Part2B_Ross_09-29-2023.pdf?hsLang=en-us>

**

#### Form ADV Part 2B: Noah Melquist

This addendum provides information about Noah Melquist that supplements the Exchange Capital Management, Inc. Form ADV brochure. 

<https://www.exchangecapital.com/hubfs/Documents/Compliance%20Documents/In-force%20Compliance%20Documents/Exchange%20Capital%20Part2B_Melquist_10-02-2023.pdf?hsLang=en-us>

**

#### Form ADV Part 2B: Jotham Zachary Monsma

This addendum provides information about J. Zachary Monsma that supplements the Exchange Capital Management, Inc. Form ADV brochure. 

<https://www.exchangecapital.com/hubfs/Documents/Compliance%20Documents/In-force%20Compliance%20Documents/Exchange%20Capital%20Part2B_Monsma_3-20-2024.pdf?hsLang=en-us>

**

##### Relationship Summary

Form CRS summarizes our service offerings in a standardized format to help investors differentiate between the services offered by registered investment advisors and the services offered by broker/dealers.

<https://reports.adviserinfo.sec.gov/crs/crs_104875.pdf>

**

##### Privacy Policy

Important information about the kinds of data we routinely collect, how that data is used in our business, and who we share that data with.   

<https://www.exchangecapital.com/legal/privacy-policy?hsLang=en-us>

**

##### Website Use Agreement

Terms, conditions, and limitations applicable to all website visitors.

<https://www.exchangecapital.com/hubfs/Documents/Compliance%20Documents/In-force%20Compliance%20Documents/Exchange%20Capital%20Web%20Site%20Electronic%20Services%20Agreement%20%26%20Terms%20of%20Use%2002-14-24.pdf?hsLang=en-us>

### Exchange Capital Management, Inc.

303 Detroit St. Suite 203  
Ann Arbor, MI 48104  
[(734) 761-6500](tel:%20734-761-6500)  
[info@exchangecapital.com](mailto:%20info@exchangecapital.com)

<https://www.facebook.com/exchangecapitalmgmt/> <https://www.linkedin.com/company/exchange-capital-management/> <https://twitter.com/ExchCapMgmt>

### Contact Us

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