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Yousif Capital Management, LLC

Headquartered in BLOOMFIELD HILLS, MI

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Firm Information

Yousif Capital Management, LLC is an investment advisor headquartered in Bloomfield Hills, MI. The firm manages over $15 billion in assets for clients including high-net-worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, and other investment advisors. The firm offers portfolio management services for both individuals and businesses. They also participate in wrap fee programs.

Yousif Capital Management, LLC

39533 WOODWARD AVE

BLOOMFIELD HILLS, MI 48304

$15.03B

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

YOUSIF CAPITAL MANAGEMENT, LLC has a total of 1 branch locations across the country.
location

BLOOMFIELD HILLS, MI

Advisors at Yousif Capital Management, LLC

View All 8 Advisors
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Kevin Foley

RA

BLOOMFIELD HILLS, MI

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Kevin Khairi Yousif

CFA®, RA

BLOOMFIELD HILLS, MI

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David James Jones

RA

BLOOMFIELD HILLS, MI

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Unclaimed
Kelly Lynn Fetterman

RA

BLOOMFIELD HILLS, MI

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Eric Richard Lessnau

RA

BLOOMFIELD HILLS, MI

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Edward Douglas Goard

CFA®, RA

BLOOMFIELD HILLS, MI

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Samuel Thomas Gilbert

CFA®, RA

BLOOMFIELD HILLS, MI

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James Robert Kelts

CFA®, RA

BLOOMFIELD HILLS, MI

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Disclosures

There are no public disclosures for Yousif Capital Management, LLC.

Frequently Asked Questions (7)

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