A complete list of active advisors currently associated with Kuli Capital Management

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

Kuli Capital Management is an independent, state-registered advisory firm that provides fee-based investment advisory and financial planning services to individual investors and a small number of institutional clients, including credit unions and municipalities. Services are delivered through discretionary, custom portfolio management and through separate financial planning engagements billed hourly or on a fixed-fee basis. The firm follows a tactical allocation approach intended to reduce downside risk and seek improved performance, using both fundamental and technical/charting analysis to manage portfolios. Its investment universe is broad — including exchange-listed and over‑the‑counter securities, mutual funds and ETFs, fixed income, variable annuities, and publicly traded partnership interests in energy — and the advisor may use short sales, margin, and cash positions as hedging or tactical tools. What is distinctive about this solo practice is its combination of a relatively small client base and AUM (about $16.5 million across roughly 50 clients) with use of less common instruments and active strategies more often associated with larger firms. The firm typically recommends a single broker‑dealer for execution and custody, does not take custody of client assets except for authorized fee deductions, and offers both fee‑based portfolio management and standalone planning arrangements.

To learn more about the advisors currently working at Kuli Capital Management, 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.