K
Kuli Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$16,500,000
Clients
50
0% high-net-worth
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
50
HighAverage account size
$330,000
About
Kuli Capital Management is an independent, state-registered advisory firm that provides fee-based investment advisory and financial planning services to individual investors and a small number of institutional clients, including credit unions and municipalities. Services are delivered through discretionary, custom portfolio management and through separate financial planning engagements billed hourly or on a fixed-fee basis.
The firm follows a tactical allocation approach intended to reduce downside risk and seek improved performance, using both fundamental and technical/charting analysis to manage portfolios. Its investment universe is broad — including exchange-listed and over‑the‑counter securities, mutual funds and ETFs, fixed income, variable annuities, and publicly traded partnership interests in energy — and the advisor may use short sales, margin, and cash positions as hedging or tactical tools.
What is distinctive about this solo practice is its combination of a relatively small client base and AUM (about $16.5 million across roughly 50 clients) with use of less common instruments and active strategies more often associated with larger firms. The firm typically recommends a single broker‑dealer for execution and custody, does not take custody of client assets except for authorized fee deductions, and offers both fee‑based portfolio management and standalone planning arrangements.
Client services
Portfolio management
Expertise
Active portfolio management
Annuities
Fee options
0.75% to 2.00% annually (negotiable)
$200 per hour (negotiable)
Fee-only: Fixed fees for financial planning services ranging from $1,000 to $5,000 per plan (negotiable)
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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