Asset manager · Bloomfield Hills, MI
Yousif Capital Management, LLC
SEC-registered investment adviser · CRD 312511 · SEC 801-120350
At a glance
Yousif Capital Management, LLC is an SEC-registered investment adviser based in Bloomfield Hills, Michigan, with $14.7 billion in regulatory assets under management as of its Form ADV filed March 23, 2026. Its largest client group by assets is other investment advisers, and it reports 350 individual clients. By Form ADV it is a asset manager, ranked 423rd of 3,218 asset managers and 1,052nd of 17,210 SEC-registered advisers by assets.
Main office 833-342-5926yousifcapital.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $15B
- Rank among asset managers
- #423 of 3,218
- Rank among all SEC RIAs
- #1,052 of 17,210
- Rank in Michigan
- #4 of 305
- Individual clients
- 350
- High-net-worth clients
- 207
- Accounts
- 454
- Discretionary
- 100% of AUM
- Employees
- 17
- Advisory staff
- 8
- Offices
- 1
Owners and executives on its Form ADV
- Kevin K. YousifPresident
- Rosanna BennettChief Compliance Officer
- Edward D. GoardChief Investment Officer
- Geoffrey G. RossiChief Operating Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Other investment advisers | – | $9.2B | 63% |
| Insurance companies | 20 | $1.4B | 10% |
| State or municipal government entities | 21 | $1.1B | 7% |
| High-net-worth individuals | 207 | $950M | 6% |
| Other | 17 | $798M | 5% |
| Pension and profit sharing plans | 7 | $695M | 5% |
| Corporations or other businesses | 18 | $262M | 2% |
| Charitable organizations | 11 | $180M | 1% |
| Individuals | 143 | $77M | <1% |
Disciplinary disclosures
Yousif Capital Management, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗yousifcapital.com ↗
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The full record on Yousif Capital Management, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 4 years of filings
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- Growth over one, three and five years
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- Rank against 480 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Yousif Capital Management, LLC manage?
Yousif Capital Management, LLC reports $14.7 billion in regulatory assets under management across 454 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 23, 2026.
What kind of firm is Yousif Capital Management, LLC?
Yousif Capital Management, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Yousif Capital Management, LLC’s clients?
By assets, its largest client types are other investment advisers ($9.2 billion); insurance companies ($1.4 billion, 20 clients); state or municipal government entities ($1.1 billion, 21 clients).
Does Yousif Capital Management, LLC have any disciplinary history?
Yousif Capital Management, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Yousif Capital Management, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-23), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →