Kuli Capital Management

RIASEC Registered
Total AUM
$16.5M
Discretionary
$16.5M
100% of AUM
Avg account
$223K
Accounts
74
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
154556
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals63.03%
  • HNWI36.97%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Kuli Capital Management is a small, client-focused registered investment adviser that concentrates on discretionary portfolio management for individuals and small businesses. The firm shows a clear preference for equities, allocating the majority of its assets to exchange-traded equities, and complements that equity exposure with mutual funds, corporate debt and annuity holdings. Kuli Capital uses a fee model that includes a percentage of AUM, hourly charges and fixed fees, which supports working with clients who prefer either ongoing management or project-based advice. Investment activity appears centered on separately managed account strategies and exchange-traded instruments. The firm does not identify as an active ESG investor and is not set up as a multi-state adviser. Its classification and owner structure indicate a single-individual ownership operating as a Limited Liability Company, with advisory services oriented to private clients rather than institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 70%, Cash & Cash Equivalents 19%, US Government Bonds 8%, Investment Grade Corp Bonds 2%, Non-Investment Grade Corp Bonds 1%70%
  • Exchange Traded Equities70%
  • Cash & Cash Equivalents19%
  • US Government Bonds8%
  • Investment Grade Corp Bonds2%
  • Non-Investment Grade Corp Bonds1%

Contacts

1 of 1
  • Christopher Kuligowski

    Managing MemberCRD 2611366

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth