Koury Capital Management, LLC

Overview

Koury Capital Management, LLC is an owner-operated limited liability company that provides discretionary portfolio management for individuals, families and small businesses. The firm runs a concentrated, equity-oriented approach: a large majority of client assets are positioned in exchange-traded equities and ETF exposure, indicating a preference for liquid, market-facing equity allocations rather than broad fixed-income or alternative allocations. Fee arrangements are flexible and include a percentage-of-AUM option alongside hourly and fixed-fee engagements, which supports both ongoing asset management relationships and advisory projects or one-off planning work. The adviser is not positioned as an ESG investor and does not present itself as a multi-state or pension consultant. Given the small client base and high average account size, the firm’s operating model appears built around a high-touch, customized relationship model rather than a scaled institutional platform.

Assets & Accounts

Public Holdings

Location & Offices