Yongjun Li
Kailasa Capital Management · Pittsburgh, Pennsylvania
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.
Request an introduction to Yongjun →
Facts
| Firm | Kailasa Capital Management |
|---|---|
| Based in | Pittsburgh, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Performance-based fees |
| Assets under management | $298.3M across 357 accounts |
| SEC registration | Investment adviser representative in PA, TX, VA · CRD 2953572 |
| Exams passed | Series 66 (2002) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.kailasacm.com |
How Yongjun's firm compares
- Kailasa Capital Management's average account is about $835,000, from its Form ADV (assets managed divided by 357 accounts).
Request an introduction to Yongjun
Tell Yongjun a little about what you're looking for. Yongjun isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Yongjun
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.
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
- 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.
See something wrong? Request a correction. Read our methodology.