Clients
Yousif Capital Management serves 444 clients, 207 of them high-net-worth individuals. The average client has about $33 million with the firm, and high-net-worth clients hold 6% of its $14.7 billion in assets.
- High-net-worth individuals207 clients6%
- Pension and profit-sharing plans7 clients5%
- State or municipal government entities21 clients7%
- Other investment advisers63%
- Insurance companies20 clients10%
- OtherOther, Individuals, Charitable organizations, Corporations and other businesses9%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 143 | $77,147,380 | 0.5% | $539K |
| High-net-worth individuals | 207 | $949,627,281 | 6.4% | $4.59M |
| Pension and profit-sharing plans | 7 | $695,227,593 | 4.7% | $99.3M |
| Charitable organizations | 11 | $180,420,490 | 1.2% | $16.4M |
| State or municipal government entities | 21 | $1,076,036,946 | 7.3% | $51.2M |
| Other investment advisers | Not reported | $9,249,213,793 | 62.8% | — |
| Insurance companies | 20 | $1,443,627,139 | 9.8% | $72.2M |
| Corporations and other businesses | 18 | $261,608,427 | 1.8% | $14.5M |
| Other | 17 | $798,047,602 | 5.4% | $46.9M |
| Total | 444 | $14,730,956,651 | 100% | $33.2M |
- Clients
- 143
- Regulatory AUM
- $77,147,380
- Share
- 0.5%
- Avg. per client
- $539K
- Clients
- 207
- Regulatory AUM
- $949,627,281
- Share
- 6.4%
- Avg. per client
- $4.59M
- Clients
- 7
- Regulatory AUM
- $695,227,593
- Share
- 4.7%
- Avg. per client
- $99.3M
- Clients
- 11
- Regulatory AUM
- $180,420,490
- Share
- 1.2%
- Avg. per client
- $16.4M
- Clients
- 21
- Regulatory AUM
- $1,076,036,946
- Share
- 7.3%
- Avg. per client
- $51.2M
- Clients
- Not reported
- Regulatory AUM
- $9,249,213,793
- Share
- 62.8%
- Avg. per client
- —
- Clients
- 20
- Regulatory AUM
- $1,443,627,139
- Share
- 9.8%
- Avg. per client
- $72.2M
- Clients
- 18
- Regulatory AUM
- $261,608,427
- Share
- 1.8%
- Avg. per client
- $14.5M
- Clients
- 17
- Regulatory AUM
- $798,047,602
- Share
- 5.4%
- Avg. per client
- $46.9M
Total
- Clients
- 444
- Regulatory AUM
- $14,730,956,651
- Share
- 100%
- Avg. per client
- $33.2M
What it does
Yousif Capital Management provides portfolio management for individuals and small businesses and portfolio management for institutions. It is paid through a percentage of assets.
Yousif Capital Management advises no private funds.
100.0% of assets ($14.73B across 454 accounts) are managed with discretion. $672.1M sits in a wrap fee program the firm both sponsors and manages. 2% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks66%
- Funds2%
- Bonds28%
- U.S. government and agency bonds20%
- Investment grade corporate bonds8%
- Other4%
- Bank collective funds and/or common trust funds4%
Custodians
Yousif Capital Management’s client accounts are held mainly at Comerica Bank, with 70% of managed assets. Yousif Capital Management does not have custody of client assets.
- Comerica BankComerica Bank · Detroit, MI · $10.29B70%
- All other custodians$4.44B30%
Ownership and leadership
Kevin Yousif owns 75% or more of Yousif Capital Management.
- Owns 75% or more of Yousif Capital Management, LLC
Kevin Yousif
Control person · since January 2021
Leadership
- Kevin YousifPresident
- Geoffrey RossiChief Operating Officer
- Rosanna BennettChief Compliance Officer
- Edward GoardChief Investment Officer
Staff
- 17 employees
- 8 in advisory functions
- 7 state-registered reps
- 1 soliciting firm
Reported holdings
Yousif Capital Management’s reported 13F holdings total $8.94B across 1,665 positions, and the ten largest make up 25.8% of it.
- $8.94B
- Reported 13F value
- 1,665
- Positions
- 25.8%
- In the 10 largest
- +4.9%
- Value vs. prior quarter
- Nvidia Corp.5.1%
- Apple Inc.4.8%
- Microsoft Corp.3.1%
- Amazon.com Inc.2.6%
- Alphabet Inc. Cap Stock CL A2.3%
- Broadcom Inc.1.9%
- Alphabet Inc. Cap Stock CL C1.8%
- Micron Technology Inc.1.5%
- Meta Platforms Inc.1.4%
- Tesla Inc.1.3%
Together, the ten largest are 25.8% of reported value.
A 13F covers only exchange-traded long positions the firm holds with discretion, so this $8.94B is not its $14.73B in regulatory assets and does not represent any individual client's portfolio.
Fees
Yousif Capital Management is paid through a percentage of assets under management.
Brochure fee details have not yet been processed for this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Yousif Capital Management has 0 offices, with 1 listed address in 1 state.
Michigan · 1 listed address
- 39533 Woodward Ave, Suite 100, Bloomfield HillsHQ
Registration details
- Legal name
- Yousif Capital Management, LLC
- Headquarters
- 39533 Woodward Ave, Suite 100, Bloomfield Hills, MI 48304
- Phone
- 833-342-5926
- Website
- www.yousifcapital.com
- SEC file
- 801-120350
- Structure
- Michigan LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Yousif Capital Management have?
Yousif Capital Management has 444 clients and manages $14.7 billion for them, as of March 2026. They include 207 high-net-worth individuals, 143 other individuals and 21 state or municipal government entities.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 March 2026
What services does Yousif Capital Management offer?
Yousif Capital Management provides portfolio management for individuals and small businesses and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Yousif Capital Management use?
Yousif Capital Management’s separately managed account assets are held at Comerica Bank (Detroit, MI), with $10,291,415,206. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 March 2026
How many financial advisors does Yousif Capital Management have?
Yousif Capital Management has 7 investment adviser representatives registered with state securities authorities, out of 17 employees, and 8 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Yousif Capital Management invest in?
At the end of its last fiscal year, Yousif Capital Management’s separately managed accounts held 66% exchange-traded equities, 20% U.S. government and agency bonds, 8% investment grade corporate bonds, 4% bank collective funds and/or common trust funds and 2% registered funds (mutual funds, ETFs, BDCs). It advises no private funds of its own.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Yousif Capital Management?
Yousif Capital Management’s direct owner is Kevin Yousif (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 23 March 2026
How does Yousif Capital Management get paid?
Yousif Capital Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file