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M. KULYK & ASSOCIATES, LLC, CRD 290887
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| MAX FARLEY KULYK | n/a | DECATUR, GA | 8 | 24 | 1 | no |
| MARY BARBARA SHALTIS | Certified Financial Planner | DECATUR, GA | 8 | 13 | 1 | no |
| DANIEL COLIN MCNABB | Certified Financial Planner | DECATUR, GA | 8 | 12 | 1 | no |
| JACOB EDWARD NEWCOMER | Certified Financial Planner | DECATUR, GA | 8 | 11 | 1 | no |
| Rosanna Marie Neil | Certified Financial Planner | Decatur, GA | 4 | 11 | n/a | no |
| KATHERINE DIANE HAGEDORN | Certified Financial Planner | Graylake, IL | DECATUR, GA | 3 | 13 | 1 | no |
| TINA MARIE TYSON | n/a | Decatur, GA | 3 | 14 | n/a | no |
| Emily Marie Deer | n/a | Decatur, GA | Little Rock, AR | 2 | 11 | n/a | no |
| Ariel Rebecca Rosenberg | Certified Financial Planner | Hillsborough, NC | DECATUR, GA | 2 | 11 | n/a | no |
| Heike Franziska Christine Lautenschlaeger | Certified Financial Planner | DECATUR, GA | Seattle, WA | 2 | 9 | n/a | no |
| Eric James Benzel-Ward | n/a | Westminster, CO | DECATUR, GA | 1 | 11 | n/a | no |
| Christian Isaiah Giadolor | n/a | DECATUR, GA | Westport, CT | 0 | 10 | n/a | no |
| Beck J Ringle | Certified Financial Planner | South Deerfield, MA | DECATUR, GA | 0 | 11 | 1 | no |
| Samantha Wendy Silberstein | Certified Financial Planner | Philadelphia, PA | DECATUR, GA | 0 | 10 | 3 | no |
| Kelly Ann McShane | n/a | DECATUR, GA | Naperville, IL | 0 | 13 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| CW ALPHA FUND | Private Equity Fund | $7.2M | Oct 29, 2024 | 67 | Apr 27, 2021 | reported | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| FARLEY KULYK FAMILY LIVING TRUST | Owner | E | yes | 12/2017 | Dec 22, 2017 | Oct 29, 2024 |
| HADAWAY, JAMES, RUSSELL | CHIEF COMPLIANCE OFFICER | Na | yes | 06/2019 | Jun 24, 2019 | Oct 29, 2024 |
| KULYK, MARGARET, ANN | CEO/FOUNDER | Na | yes | 10/2017 | Oct 30, 2017 | Oct 29, 2024 |
| KULYK, MARGARET, ANN | Trustee | F | yes | 12/2017 | Oct 30, 2017 | Oct 29, 2024 |
| SHALTIS, MARY, BARBARA | OWNER/EXECUTIVE/SENIOR/FINANCIAL PLANNER | B | yes | 09/2018 | Nov 16, 2018 | Oct 29, 2024 |
| Kirslis, Daniel, Robert | FINANCIAL ADVISOR | A | no | 07/2020 | Feb 23, 2021 | Oct 29, 2024 |
| MCNABB, DANIEL, COLIN | PORTFOLIO MANAGER | A | no | 07/2020 | Feb 23, 2021 | Oct 29, 2024 |
| NEWCOMER, JACOB, EDWARD | FINANCIAL ADVISOR | A | no | 07/2020 | Feb 23, 2021 | Oct 29, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 30, 2026 | $840M | $838M | 23 | 12 | 10 | 1 | n/a |
| 2024 | Mar 20, 2025 | $683M | $680M | 18 | 11 | 10 | 1 | n/a |
| 2023 | Mar 8, 2024 | $632M | $629M | 18 | 11 | 8 | 1 | $7.2M |
| 2022 | Mar 30, 2023 | $510M | $501M | 17 | 9 | 9 | 1 | $7.2M |
| 2021 | Mar 31, 2022 | $531M | $530M | 15 | 8 | 9 | 1 | $3.3M |
| 2020 | Mar 8, 2021 | $371M | $371M | 11 | 6 | 1 | n/a | n/a |
| 2019 | Mar 27, 2020 | $261M | $260M | 10 | 6 | 1 | n/a | n/a |
| 2018 | Jan 25, 2019 | $195M | $193M | 4 | 4 | 1 | n/a | n/a |
| 2017 | Mar 2, 2018 | $0 | $0 | 8 | 8 | 1 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 2 | 0 | 2 | 0.0% | 2 | 0 | 0 | 2 | 2 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $840M | $683M | 23.1% | $510M | 18.1% | 23 | 18 | 10 | 10 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, LLC | 2 | Jan 8, 2018 | Jan 30, 2018 | DECATUR, GA | Team lift out | Ibd to new firm | 0.0% |