A complete list of active advisors currently associated with Kalaj Capital

Warmer can help you find a great advisor at Kalaj Capital or one who fits your needs even better.

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.

To learn more about the advisors currently working at Kalaj Capital, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.