Brian
Babcock

Telemus Capital, LLC

CRD#5307411
Investment Advisor
in Southfield, MI

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About this Advisor

Brian Babcock is a financial advisor working out of Southfield, Michigan, with a total of 10 years of industry experience. Babcock is on the advisory team at Telemus Capital, LLC. Over the course of their career, Babcock has held roles at Telemus Capital Partners, Telemus Investement Management LLC and Telemus Capital LLC. Babcock holds a Series 65 license, designating them as an investment advisor representative, and is able to operate in Michigan and Ohio. Telemus Capital, LLC is an advisory company that has its headquarters in Southfield, MI. The firm has offices in three locations and a total of 52 employees. It has $3 billion in total assets across its 4,367 client accounts, placing it among the largest firms in the United States by assets under management. The firm serves 22 charitable organizations. Of its 4,367 customer accounts, 34% are associated with high-net-worth clients who have at least $1 million in assets. The business performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. A financial advisor's fee schedules typically vary depending on which services are offered. However, fee types billed by Telemus Capital, LLC can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Two Towne Square Suite 800
Southfield, MI 48076

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Telemus Capital, LLC Brokerage Details

Total Assets Under Management

$2,972,199,618

MI Average: $943,424,332
Total Number of Employees

52

MI Average: 21
Total Number of Accounts

4,367

MI Average: 1,586
Average Account Size

$680,604

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Brian Babcock Work History

Brian has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Telemus Capital LLC

2013 - 2013 (< 1 year)

Telemus Capital Partners

2013 - 2013 (< 1 year)

Telemus Investement Management LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Brian Babcock to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Telemus Capital, LLC

Brian Babcock
Southfield, MI
Lauren Genuardi
Chicago, IL
Kyle Deal
Chicago, IL
Matthew Mueller
Chicago, IL
Maria Gorog
Southfield, MI
William Wallbank
Southfield, MI
Michael Ran
Southfield, MI
Matthew Heckler
Chicago, IL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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