Zhi Li
Twelve Two Capital LLC · Brooklyn, New York
Zhi Li is a fee-only financial advisor at Twelve Two Capital LLC in Brooklyn, New York, who holds the CFP credential. Twelve Two Capital LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Twelve Two Capital LLC |
|---|---|
| Based in | Brooklyn, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $6.4M across 92 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY, TX · CRD 6169482 |
| Exams passed | Series 65 (2018) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Profile |
How Zhi's firm compares
- Twelve Two Capital LLC's average account is about $70,000, from its Form ADV (assets managed divided by 92 accounts).
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Questions about Zhi
Is Zhi Li a fee-only financial advisor?
Yes. Zhi Li is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Zhi's firm.
How does Zhi charge for financial advice?
Zhi's firm, Twelve Two Capital LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Zhi Li based?
Zhi Li is based in Brooklyn, New York.
What credentials does Zhi Li hold?
Zhi Li holds the CFP credential.
Is Zhi Li registered with the SEC?
Yes. Zhi Li is registered as an investment adviser representative in NY and TX (CRD 6169482), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. The record lists disclosures; see the SEC record for details.
How much does Twelve Two Capital LLC manage?
Twelve Two Capital LLC reports $6.4M across 92 accounts in assets under management.
How do I contact Zhi Li?
Contact details aren't on file yet. Search for Twelve Two Capital LLC.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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