K
Kuli Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$16,500,000
Total clients
50
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
50
Average account size
$330,000
About
Kuli Capital Management provides fee-based investment advisory and financial planning services to individual clients and to institutional clients such as credit unions and municipalities. The firm delivers discretionary portfolio management and customized financial plans developed from client meetings and a client profile.
Kuli Capital follows a tactical allocation approach intended to reduce risk and pursue improved performance, using both fundamental and technical analysis across a broad range of public securities, including ETFs, mutual funds, equities, corporate and municipal debt, and variable annuities. The firm may use cash positions as hedges, recommend targeted stock allocations for sector or dividend exposure, and, when appropriate, employ margin and short-sale transactions as part of active management.
Distinctive aspects of the firm include its stated willingness to include publicly traded partnership interests tied to oil and gas in client portfolios and its client mix that explicitly includes credit unions and municipalities alongside individuals. Kuli Capital does not maintain custody of client funds or securities except for authorized fee deductions and monitors accounts on an ongoing basis while implementing client-specific allocation decisions under discretionary authority.
Client services
Portfolio management
Expertise
Active portfolio management
Concentrated stock management
Fee options
Fixed fees for comprehensive financial planning ranging from $1,000 to $5,000, based on scope and complexity
0.75% to 2.00% annually, charged quarterly in arrears, based on assets under management
$200 per hour, may be negotiated
Main office location
Kuli Capital Management
Saginaw MI, United States
Number of offices
1
Most active in
Kuli Capital Management has reported serving >5 clients in these states in the last 12 months.
Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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.
Forms ADV
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