James Robert Kelts
Investment adviser representative at Yousif Capital Management, LLC
12 yearsExperience
1 stateRegistered in
CFADesignation
$14.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Yousif Capital Management, LLCSep 2023 to now
- Victory Capital Management IncMar 2014 to Aug 2023
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2000
- Series 63 · Uniform Securities Agent State Law2000
State registrations
Registered as an investment adviser representative in 1 state (MI).
Yousif Capital Management, LLC
$14.7BAssets managed
444Clients
8Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4201040
- Firm CRD
- 312511