DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Yousif Capital Management, LLC
Latest filing Mar 23, 2026
First filing on the tape Jan 19, 2021 · 14 filings
SEC status approved since Feb 18, 2021
RAUM
$15B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
7.0%
$1.0B individuals and HNW
Advisors
8
registered through the firm on IAPD
RAUM per advisor
$1.8B
derived; firm RAUM over IAPD count
Employees
17
8 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
14 filings and snapshots on the tape
RAUM$15B as of Mar 23, 2026
Mar 29, 2022$15B then
HNW client RAUM$950M as of Mar 23, 2026
Mar 29, 2022$615M then
State-registered IARs (5.B.3)7 as of Mar 23, 2026
Mar 29, 20226 then
Employees (5.A)17 as of Mar 23, 2026
Mar 29, 202210 then
Private funds: no history
RAUM +5.4% over the last fiscal year+6.8% a year over threeIARs 8 to 7
Practice profile
derived from the filing of Mar 23, 2026; every figure names its basis
- RAUM per advisor
- $1.8BderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 44derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $4.6MderivedHNW RAUM over HNW clients
- Average account
- $32.4MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 23%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.1derivedItem 5.A over advisors
- Advisors per office
- 8.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +5.4%derivedbetween the last two annual amendments
- Advisor growth, one year
- -13%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +1.2%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutionsreportedItem 5.G
- Wrap fee program
- participatesreportedItem 5.I
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Other investment advisers$9.2B66%
- Insurance companies$1.4B10%
- State and municipal entities$1.1B7.7%
- High-net-worth individuals$950M6.8%
- Pension and profit-sharing plans$695M5.0%
- Corporations and businesses$262M1.9%
- Charitable organizations$180M1.3%
- Individuals$77.1M0.6%
- Individual clients
- 143reported
- HNW clients
- 207reported
- Pension plan clients
- 7reported
- Charitable clients
- 11reported
- Accounts
- 454reported
- Financial planning clients
- reported
- Wrap fee programs
- $0 sponsored, $672M managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.07 fund_share=0.63 institutional_share=0.23 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
8 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Kevin Khairi YousifChartered Financial Analyst | Bloomfield Hills, Mi | Apr 5, 2021 | 25 y | 3 |
| David James Jones | Bloomfield Hills, Mi | Apr 6, 2021 | 16 y | 3 |
| Eric Richard Lessnau | Bloomfield Hills, Mi | Nov 23, 2021 | 23 y | 2 |
| Kevin Foley | Bloomfield Hills, Mi | Dec 2, 2021 | 16 y | 1 |
| Samuel Thomas GilbertChartered Financial Analyst | Bloomfield Hills, Mi | Apr 15, 2024 | 11 y | 0 |
| James Robert KeltsChartered Financial Analyst | Bloomfield Hills, Mi | Jul 26, 2024 | 26 y | 0 |
| Edward Douglas GoardChartered Financial Analyst | Bloomfield Hills, Mi | Jul 29, 2024 | 20 y | 0 |
| Samuel Noah Keene SheeranChartered Financial Analyst | Bloomfield Hills, Mi | Aug 26, 2026 | 10 y | 0 |
Advisor movement
1 left, 0 joined in 12 months
net -1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 13% of current headcount1 left over 36 months
Left, latest
- Kelly Lynn Fetterman to Deroy & Devereaux Private Investment Counsel, Inc.Nov 7, 2025 · Other
Joined, latest
- Kevin Foley from World Asset Management, Inc.Dec 2, 2021 · Other
- Kelly Lynn Fetterman from World Asset Management, Inc.Dec 2, 2021 · Other
- Eric Richard Lessnau from World Asset Management, Inc.Nov 23, 2021 · Other
- David James Jones from LsiaApr 6, 2021 · Other
- Kevin Khairi Yousif from LsiaApr 5, 2021 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Rosanna Bennett · Chief Compliance Officercontrolsince 03/2021 · owns less than 5%
- Douglas Edward Goard · Chief Investment Officercontrolsince 09/2023 · owns less than 5%
- Gaetano Geoffrey Rossi · Chief Operating Officercontrolsince 09/2023 · owns less than 5%
- Khairi Kevin Yousif · Presidentcontrolsince 01/2021 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Bloomfield Hills, Mi · principal | 8 | 1 | 1 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 430 to 454Mar 25, 2025 to Mar 23, 2026
- Charity clients · 25 to 11Mar 25, 2025 to Mar 23, 2026
- Corporate clients · 14 to 18Mar 25, 2025 to Mar 23, 2026
- HNW clients · 195 to 207Mar 25, 2025 to Mar 23, 2026
- Individual clients · 151 to 143Mar 25, 2025 to Mar 23, 2026
- Pension plan clients · 6 to 7Mar 25, 2025 to Mar 23, 2026
- Employees · 16 to 17Mar 25, 2025 to Mar 23, 2026
- State-registered IARs · 8 to 7Mar 25, 2025 to Mar 23, 2026
- Discretionary RAUM · $14B to $15BMar 25, 2025 to Mar 23, 2026
- HNW RAUM · $784M to $950MMar 25, 2025 to Mar 23, 2026
- Individual RAUM · $82.9M to $77.1MMar 25, 2025 to Mar 23, 2026
- Pension RAUM · $575M to $695MMar 25, 2025 to Mar 23, 2026
- RAUM · $14B to $15BMar 25, 2025 to Mar 23, 2026
- Wrap assets (manager) · $529M to $672MMar 25, 2025 to Mar 23, 2026
- Accounts · 412 to 430Mar 26, 2024 to Mar 25, 2025
- Advisory employees · 9 to 8Mar 26, 2024 to Mar 25, 2025
- Charity clients · 22 to 25Mar 26, 2024 to Mar 25, 2025
- Corporate clients · unset to 14.0Mar 26, 2024 to Mar 25, 2025
- HNW clients · 188 to 195Mar 26, 2024 to Mar 25, 2025
- Individual clients · 148 to 151Mar 26, 2024 to Mar 25, 2025
- Pension plan clients · 9 to 6Mar 26, 2024 to Mar 25, 2025
- Employees · 15 to 16Mar 26, 2024 to Mar 25, 2025
- Financial planning clients · unset to Mar 26, 2024 to Mar 25, 2025
- State-registered IARs · 5 to 8Mar 26, 2024 to Mar 25, 2025
- Discretionary RAUM · $15B to $14BMar 26, 2024 to Mar 25, 2025
- HNW RAUM · $716M to $784MMar 26, 2024 to Mar 25, 2025
- Individual RAUM · $82.5M to $82.9MMar 26, 2024 to Mar 25, 2025
- Pension RAUM · $2.3B to $575MMar 26, 2024 to Mar 25, 2025
- RAUM · $15B to $14BMar 26, 2024 to Mar 25, 2025
- Wrap assets (manager) · $438M to $529MMar 26, 2024 to Mar 25, 2025
- Accounts · 332 to 412Oct 5, 2023 to Mar 26, 2024
- Advisory employees · 10 to 9Oct 5, 2023 to Mar 26, 2024
- Charity clients · 14 to 22Oct 5, 2023 to Mar 26, 2024
- HNW clients · 157 to 188Oct 5, 2023 to Mar 26, 2024
- Individual clients · 133 to 148Oct 5, 2023 to Mar 26, 2024
- Pension plan clients · 6 to 9Oct 5, 2023 to Mar 26, 2024
- State-registered IARs · 6 to 5Oct 5, 2023 to Mar 26, 2024
- Discretionary RAUM · $12B to $15BOct 5, 2023 to Mar 26, 2024
- HNW RAUM · $656M to $716MOct 5, 2023 to Mar 26, 2024
- Individual RAUM · $96.1M to $82.5MOct 5, 2023 to Mar 26, 2024
Signals
5 dated events
- Kelly Lynn Fetterman left Yousif Capital Management, Llc for Deroy & Devereaux Private Investment Counsel, Inc. (registered 2026-04-01)Nov 7, 2025 · Advisor changed firm · fact
- Douglas Edward Goard (Chief Investment Officer) appeared on Schedule A of Yousif Capital Management, LlcOct 5, 2023 · Control person joined · fact
- Gaetano Geoffrey Rossi (Chief Operating Officer) appeared on Schedule A of Yousif Capital Management, LlcOct 5, 2023 · Control person joined · fact
- Yousif Capital Management, Llc reported RAUM $15.3B, up 175% from $5.6B (2021-05-18 to 2022-03-29)Mar 29, 2022 · RAUM change · derived
- Yousif Capital Management, Llc filed its initial SEC registration (Form ADV)Jan 19, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/yousif-capital-managementreportedpublic record, Form ADV, Sep 17, 2026
- Website
- yousifcapital.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 833-342-5926reportedpublic record, Form ADV, Mar 23, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- $1.8Bderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026