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James Robert Kelts

Yousif Capital Management, LLC

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About James Robert Kelts

James Robert Kelts is a registered investment advisor representative of Yousif Capital Management, LLC. James has over 20 years of experience in the financial industry. James holds the Series 7, 24, 31, 63 and 65 licenses. James is also a Chartered Financial Analyst (CFA). James has previously been employed with Funds Distributor, Inc., Comerica Securities and Dean Witter Reynolds Inc. James has specialized experience providing portfolio management for businesses and individuals.

Firm Information

James Kelts is currently registered with Yousif Capital Management, LLC. 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.

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James Kelts’s Registration & Firm History

MI

07/26/2024 - Present

Yousif Capital Management, LLC (BLOOMFIELD HILLS MI)

ME

04/22/2005 - 12/06/2005

FUNDS DISTRIBUTOR, INC. (PORTLAND ME)

MI

01/10/2003 - 12/02/2003

COMERICA SECURITIES (DETROIT MI)

NY

07/21/2000 - 01/26/2001

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

BC

Issued 10/05/2000

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 09/01/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/06/2003

Series 24 - General Securities Principal Examination

BC

Issued 08/21/2000

Series 31 - Futures Managed Funds Examination

BC

Issued 07/20/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Robert Kelts.
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