firm profile
Yousif Capital Management, LLC
Overview
Yousif Capital Management, LLC is an SEC registered investment adviser based in Bloomfield Hills, MI, registered since 2021. It reports $14.7B in assets under management across 454 accounts, with 17 employees. It has 8 investment adviser representatives.
- Reported AUM
- $14.7B
- Discretionary
- 100%
- Accounts
- 454
- Average account
- $32.4M
- Employees
- 17
- Advisory reps
- 8
- Registered since
- 2021
- Jurisdictions
- 16
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Percentage of Assets. Sponsors a wrap fee program.
Executive officers 3 of 4
- Kevin Khairi Yousif President CRD 2810598
- Edward Douglas Goard Chief Investment Officer CRD 5100875
- Geoffrey Gaetano Rossi Chief Operating Officer CRD 7818489
1 more executive officer, with direct contact details
Advisory reps 3 of 8
- Kevin Foley Investment Adviser Rep CRD 5978551
- Samuel Thomas Gilbert Investment Adviser Rep CRD 6522213
- Edward Douglas Goard Investment Adviser Rep CRD 5100875
5 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 39533 Woodward Ave Ste 100
Bloomfield Hills, MI 48304 - County
- Oakland
- Metro area
- Detroit-Warren-Dearborn, MI
- Region
- Midwest
Registrations
- SEC registered
- Registered in 16 jurisdictions
- Website: yousifcapital.com
Every state, with registration dates
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