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CHICORY WEALTH
Legal name: M. KULYK & ASSOCIATES, LLC
CRD 290887File 801-112089
APPROVED
Retail clients
Custody
Filing as of Jul 13, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$840.4M
Above cohort median (national)
Discretionary AUM
$837.8M
Non-discretionary $2.5M
Clients
549
2,208 accounts
Employees
23
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Nov 30, 2017
- Principal office
- Not reported
- Phone
- (404) 294-5917
- Website
- HTTPS://CHICORYWEALTH.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $840.4M
- Discretionary AUM
- $837.8M
- Non-discretionary AUM
- $2.5M
- Discretionary accounts
- 2,197
- Non-discretionary accounts
- 11
- Total accounts
- 2,208
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $644K |
| Charitable organizations | 7 | $10.2M |
| High net worth individuals | 225 | $631.8M |
| Pooled investment vehicles | 1 | $93K |
| Individuals (other than high net worth individuals) | 314 | $197.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 18 | 23 | increased by5 |
| Apr 1, 2026 | Clients | 487 | 549 | increased by62 |
| Apr 1, 2026 | AUM | $682,691,835 | $840,380,068 | increased by$157,688,233 |
| Apr 1, 2026 | Accounts | 1,948 | 2,208 | increased by260 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 15 | 18 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 412 | 487 | increased by75 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $530,684,126 | $682,691,835 | increased by$152,007,709 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,547 | 1,948 | increased by401 |
| Apr 1, 2022 | Employees | 11 | 15 | increased by4 |
| Apr 1, 2022 | Clients | 366 | 412 | increased by46 |
| Apr 1, 2022 | AUM | $371,181,499 | $530,684,126 | increased by$159,502,627 |
| Apr 1, 2022 | Accounts | 1,332 | 1,547 | increased by215 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CHICORY WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CHICORY WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.