M. Kulyk & Associates, Llc
- Regulatory AUM
- $840M
- Discretionary
- $838M
- Clients
- 549
- Avg AUM / client
- $1.5M
- Accounts
- 2,208
- Employees
- 23
AUM over time
Annual snapshots from Form ADV filings · as of Jul 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 314 | $198M | 23.5% |
| High net worth individuals | 225 | $632M | 75.2% |
| Pooled investment vehicles (non-investment companies) | 1 | $93.1K | 0.01% |
| Charitable organizations | 7 | $10.2M | 1.22% |
| Corporations and other businesses | 2 | $644K | 0.08% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $7.2M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Cw Alpha Fund | Private Equity Fund | Delaware | $7.2M | 67 |
People (15)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Max Farley Kulyk | Ceo/Founder | Oct 2017 (9y) | Less than 5% | |
| Daniel Colin Mcnabb | Portfolio Manager | CFP | Jan 2018 (9y) | 5% – 10% |
| Jacob Edward Newcomer | Financial Advisor | CFP | Jan 2018 (9y) | 5% – 10% |
| Mary Barbara Shaltis | Owner/Executive/Senior/Financial Planner | CFP | Jan 2018 (9y) | 10% – 25% |
| Daniel Robert Kirslis | Financial Advisor | CFP | Feb 2019 (7y) | 5% – 10% |
| Hadaway, James, Russell | Chief Compliance Officer | Jun 2019 (7y) | Less than 5% | |
| Rosanna Marie Neil | Registered representative | CFP | Jan 2022 (5y) | |
| Katherine Diane Hagedorn | Registered representative | CFP | Dec 2022 (4y) | |
| Tina Marie Tyson | Registered representative | Aug 2023 (3y) | ||
| Emily Marie Deer | Registered representative | Dec 2023 (3y) | ||
| Ariel Rebecca Rosenberg | Registered representative | CFP | Feb 2024 (2y) | |
| Heike Franziska Christine Lautenschlaeger | Registered representative | CFP | Apr 2024 (2y) | |
| Eric James Benzel Ward | Registered representative | Apr 2025 (1y) | ||
| Christian Isaiah Giadolor | Registered representative | Jul 2026 (0y) | ||
| Beck J Ringle | Registered representative | CFP | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Farley Kulyk Family Living Trust | Owner | Dec 2017 | A | 75% or more |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $7.2M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Cw Alpha Fund | Private Equity Fund | $7.2M | $50.0K | 67 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/13/2026 | 1.11 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $812M (97% of AUM) Jul 2026
- TD Ameritrade $353M (95% of AUM) Oct 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 13, 2026.
View current Form ADV (SEC/IAPD) ↗