Yuji Koga
Advisor at Kcm
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Yuji Koga is a financial advisor at Koga Capital Management LLC with 21 years of industry experience. He holds a Series 65 designation and previously worked at Reynders, McVeigh Capital Management, LLC for 12 years before founding his current firm in 2023. Koga Capital Management LLC is a fee-only registered investment adviser serving individuals and high-net-worth clients with discretionary investment management and comprehensive financial planning. The firm employs a blend of fundamental analysis and passive and active strategies to construct customized portfolios, including options for socially conscious or ESG investing.
Expertise
Based on Kcm
Wealth management
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Business ownership considerations
Fee options
$0 - $2,000,000: 1.00% annually Over $2,000,000+: 0.85% annually
Account minimum: $1,000,000 Fee-only: Fee-only firm, compensated solely by advisory fees from clients, no commissions or sales-related compensation.
Location
Lexington, MA
Most active in
Yuji K has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Work history
Koga Capital Management LLC
2023 - Present (3 years)
Reynders, McVeigh Capital Management, LLC
2011 - 2023 (12 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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