Kalaj Capital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Kalaj Capital provides asset management and financial planning and consulting services to individuals and high‑net‑worth clients, managing custodial accounts across stocks, bonds, ETFs, REITs, options, and variable annuities. The firm typically charges asset‑based advisory fees, a common billing method among investment managers.
Kalaj Capital employs both fundamental and technical analysis and implements long‑term, short‑term, income, and hedging strategies, with the ability to manage accounts on a discretionary basis. It offers project‑based and ongoing financial planning and may bill planning and consulting on an hourly basis (up to $250 per hour), a billing practice that is relatively uncommon for firms in this category.
Distinctive aspects include that the firm reported no assets under management as of December 31, 2024 and operates with a single principal who maintains an independent contracting business while completing formal finance education, reflecting a small, early‑stage advisory practice. The firm does not offer wrap fee programs or performance‑based fees and may waive planning fees for clients who engage its asset management services.
Client services
Financial planning
Portfolio management
Expertise
Charitable giving & philanthropy
Cash flow / budgeting
Business Financial Management
Real estate investing
Fee options
$500 - $8,000 for financial planning; up to $10,000 for ongoing annual planning
$0 - $1,000,000: 1.50% $1,000,001 - $5,000,000: 1.35% $5,000,001 - $10,000,000: 1.10% $10,000,001+: 1.00%
Up to $250 per hour
Main office location
Kalaj Capital
Novi MI, United States
Number of offices
1
Most active in
Kalaj Capital 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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