James Robert Kelts
Financial advisor at Yousif Capital Management, LLC · Bloomfield Hills, MI
Last updated 2026-10-10
Claim your profileJames Robert Kelts is a financial advisor at Yousif Capital Management, LLC in Bloomfield Hills, MI, CRD 4201040. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2024-07-26.
Registration
- CRD number
- 4201040
- Registration status
- Active
- IAPD registration
- 2024-07-26
- Industry Experience
- 2 years
- Work Experience
- 12 years
- States registered
- MI
Licenses and exams
- Series 63
- Series 65
Designations
- Chartered Financial Analyst
Work history
- 2014-03 to 2023-08 · Victory Capital Management Inc · Birmingham, MI
- 2023-09 to Present · Yousif Capital Management · Bloomfield Hills, MI
Current employment
- Yousif Capital Management, LLC · Bloomfield Hills, MI
Yousif Capital Management, LLC
- Regulatory AUM
- $14,730,956,651
- Registered advisors
- 8
- Offices
- 1
- Clients per advisor
- 55.5 (Low)
- Average AUM per client
- $33.2M (Moderate)
- High-net-worth client ratio
- 46.6% (Moderate)
Yousif Capital Management, LLC: advisors, services and reported ETF investments
About
James Robert Kelts is a Chartered Financial Analyst financial advisor at Yousif Capital Management, LLC in Bloomfield Hills, MI. Reported securities licenses include Series 63 and Series 65. The latest record indicates 2 years of industry experience and 12 years of reported work history. Reported roles include Yousif Capital Management, Victory Capital Management Inc.
Yousif Capital Management, LLC's firm-level Form ADV reports 8 advisors across 1 offices; approximately 55.5 clients per advisor, average assets per client of $33,177,830, and regulatory AUM of $14.7B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities, Other investment advisers; services including Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients.
PortfolioFuture's firm-level 13F analysis covers $272M across 23 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to James Robert Kelts personally.
Reported ETF positions
Yousif Capital Management reports 23 ETF positions worth $272M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| EWT — iShares MSCI Taiwan ETF | $59.6M |
| EWY — iShares MSCI South Korea ETF | $47.7M |
| EFA — iShares MSCI EAFE ETF | $25.6M |
| IJR — iShares Core S&P Small-Cap ETF | $25.2M |
| INDA — iShares MSCI India ETF | $23.3M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Yousif Capital Management's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $243.4K | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | IVV — iShares Core S&P 500 ETF | $243.4K | Top 99.6% | Addressable AUM $10.8T · Peer conviction 74.5% |
| Residual Alpha | VEA — Vanguard FTSE Developed Markets ETF | $1.6M | Top 97.3% | Residual alpha +1.19% · Residual Sharpe 0.06 |
| Diversification Benefits | EWT — iShares MSCI Taiwan ETF | $59.6M | Top 95.6% | Replicability (R²) 73.9% · Residual Sharpe 0.19 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Yousif Capital Management, LLC on Form ADV.
Client services
- Individuals and Small Businesses
- Businesses or Institutional Clients
Fee options
- Percentage of Assets Under Management
Location
39533 Woodward Ave, Bloomfield Hills, MI 48304
8 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 833-342-5926
- Website: yousifcapital.com
Official record
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