Yuji Koga
KCM · Lexington, Massachusetts
Yuji Koga is a fee-only financial advisor at KCM in Lexington, Massachusetts. KCM reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | KCM |
|---|---|
| Based in | Lexington, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $29.8M across 19 accounts |
| SEC registration | Investment adviser representative in MA · CRD 4375705 |
| Exams passed | Series 65 (2003) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.kogacapital.com |
How Yuji's firm compares
- KCM's average account is about $1.6 million, from its Form ADV (assets managed divided by 19 accounts).
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Questions about Yuji
Is Yuji Koga a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Yuji holds no broker registration, and KCM reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Yuji charge for financial advice?
Yuji's firm, KCM, reports charging a percentage of assets on its SEC Form ADV.
Where is Yuji Koga based?
Yuji Koga is based in Lexington, Massachusetts.
Is Yuji Koga registered with the SEC?
Yes. Yuji Koga is registered as an investment adviser representative in MA (CRD 4375705), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does KCM manage?
KCM reports $29.8M across 19 accounts in assets under management.
How do I contact Yuji Koga?
Through Yuji's website, www.kogacapital.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.
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