BLOOMFIELD HILLS, MICRD 312511Latest ADV March 23, 2026
Yousif Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bloomfield Hills, MI. Its latest Form ADV filing, dated March 23, 2026, reports $14.7B in regulatory assets under management, 17 employees, and 454 accounts.
Assets Under Management
$14.7B
Employees
17
Offices
--
Total Clients
444
Primary office
BLOOMFIELD HILLS, MI
39533 WOODWARD AVE, SUITE 100, BLOOMFIELD HILLS, MI, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 46.6% of total clients.
Top client categories% of clientsClients
1
HNWI
46.6%
207
2
Individuals
32.2%
143
3
Government
4.7%
21
4
Insurance Cos.
4.5%
20
5
Corporations
4.1%
18
Categories with <5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$14.7Bas of March 23, 2026
Discretionary100.0%
$14.7B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$14.7B
Total Accounts454
10Y AUM Change+$14.7B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees17
Clients per Employee26:1
10Y Employee Change+13 (+325.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.