Max Kulyk
Chicory Wealth · Decatur, Georgia
Max Kulyk is a fee-only financial advisor at Chicory Wealth in Decatur, Georgia. Max focuses on sustainable & impact investing. Chicory Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Chicory Wealth |
|---|---|
| Based in | Decatur, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $840.4M across 2,208 accounts |
| SEC registration | Investment adviser representative in GA, TX, WA · CRD 4527484 |
| Exams passed | Series 66 (2002) |
| Firm size | 23 employees |
| Disclosures | None reported |
| Website | substack.com/@chicorywealth |
| Profile |
How Max's firm compares
- Chicory Wealth's average account is about $381,000, from its Form ADV (assets managed divided by 2,208 accounts).
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Questions about Max
Is Max Kulyk a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Max holds no broker registration, and Chicory Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Max charge for financial advice?
Max's firm, Chicory Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Max Kulyk based?
Max Kulyk is based in Decatur, Georgia.
What does Max specialize in?
Max's specialties include sustainable & impact investing.
Is Max Kulyk registered with the SEC?
Yes. Max Kulyk is registered as an investment adviser representative in GA, TX and WA (CRD 4527484), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Chicory Wealth manage?
Chicory Wealth reports $840.4M across 2,208 accounts in assets under management.
How do I contact Max Kulyk?
Through Max's website, substack.com/@chicorywealth.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Chicory Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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