Kalaj Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
Novi MI
Advisors at this office
1
Most active in
Michigan
Also doing business as
Kalaj Capital · Kalaj Capital LLC
Disclosures
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Business activities & affiliations
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.
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