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YOUSIF CAPITAL MANAGEMENT, LLC
CRD 312511File 801-120350
APPROVED
Retail clients
Filing as of Mar 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$14.73B
Top 10% of cohort (national)
Discretionary AUM
$14.73B
Clients
427
454 accounts
Employees
17
Top 10% of cohort in MI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Feb 18, 2021
- Principal office
- 39533 WOODWARD AVE, SUITE 100, BLOOMFIELD HILLS, MI, 48304
- Phone
- 833-342-5926
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $14.73B
- Discretionary AUM
- $14.73B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 454
- Non-discretionary accounts
- 0
- Total accounts
- 454
- AUM per client
- $34.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 18 | $261.6M |
| Insurance companies | 20 | $1.44B |
| Charitable organizations | 11 | $180.4M |
| Other investment advisers | Fewer than 5 | $9.25B |
| High net worth individuals | 207 | $949.6M |
| Pension and profit sharing plans | 7 | $695.2M |
| State or municipal government entities | 21 | $1.08B |
| Individuals (other than high net worth individuals) | 143 | $77.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 444 | 427 | decreased by17 |
| Apr 1, 2026 | Employees | 16 | 17 | increased by1 |
| Apr 1, 2026 | Clients | 425 | 444 | increased by19 |
| Apr 1, 2026 | AUM | $13,980,856,258 | $14,730,956,651 | increased by$750,100,393 |
| Apr 1, 2026 | Accounts | 430 | 454 | increased by24 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 10 | 16 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 271 | 425 | increased by154 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $15,291,756,249 | $13,980,856,258 | decreased by$1,310,899,991 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 277 | 430 | increased by153 |
| Apr 1, 2022 | Employees | 5 | 10 | increased by5 |
| Apr 1, 2022 | Clients | 18 | 271 | increased by253 |
| Apr 1, 2022 | AUM | $5,553,746,439 | $15,291,756,249 | increased by$9,738,009,810 |
| Apr 1, 2022 | Accounts | 27 | 277 | increased by250 |
| 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 “YOUSIF CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“YOUSIF CAPITAL” 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.