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Kevin Khairi Yousif

Yousif Capital Management, LLC

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About Kevin Khairi Yousif

Kevin Yousif is a financial advisor with over 20 years of experience in the financial services industry. He has been registered as an Investment Advisor Representative with Yousif Capital Management, LLC since April 2021. Previously, Kevin worked as a financial advisor for Comerica Securities, Funds Distributor, Inc., and Olde Discount Corporation. Kevin holds the Series 7, Series 52, Series 63 and Series 65 licenses. He also holds the Chartered Financial Analyst designation. Kevin has experience working with a variety of clients, including individuals, families, businesses, pension plans, insurance companies, and charitable organizations. He specializes in providing financial planning, portfolio management, and investment advisory services. Kevin is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Kevin Yousif 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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Kevin Yousif’s Registration & Firm History

MI

04/05/2021 - Present

Yousif Capital Management, LLC (BLOOMFIELD HILLS MI)

MI

12/05/2007 - 06/01/2011

COMERICA SECURITIES (DETROIT MI)

ME

06/28/2001 - 12/06/2005

FUNDS DISTRIBUTOR, INC. (PORTLAND ME)

MI

10/15/1996 - 01/14/1997

OLDE DISCOUNT CORPORATION (DETROIT MI)

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Licenses & Designations

IA

Issued 08/23/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/30/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/27/2001

Series 7 - General Securities Representative Examination

BC

Issued 10/14/1996

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin Khairi Yousif.
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