# Yongjun Li

> Yongjun Li is a fee-only financial advisor at Kailasa Capital Management in Pittsburgh, Pennsylvania. Kailasa Capital Management reports charging a percentage of assets and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/yongjun-li/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Kailasa Capital Management
- **Based in:** Pittsburgh, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Performance-based fees
- **Assets under management (firm):** $298.3M across 357 accounts
- **CRD:** 2953572 (https://adviserinfo.sec.gov/individual/summary/2953572)
- **SEC registration:** Investment adviser representative in PA, TX, VA
- **Exams passed:** Series 66 (2002)
- **Firm size:** 3 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.kailasacm.com/

## Frequently asked questions

### Is Yongjun Li a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Yongjun holds no broker registration, and Kailasa Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Yongjun charge for financial advice?

Yongjun's firm, Kailasa Capital Management, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.

### Where is Yongjun Li based?

Yongjun Li is based in Pittsburgh, Pennsylvania.

### Is Yongjun Li registered with the SEC?

Yes. Yongjun Li is registered as an investment adviser representative in PA, TX and VA (CRD 2953572), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Kailasa Capital Management manage?

Kailasa Capital Management reports $298.3M across 357 accounts in assets under management.

### How do I contact Yongjun Li?

Through Yongjun's website, www.kailasacm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2953572): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.