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Koury Capital Management, LLC (Chapel Hill)


Koury Capital Management, LLC is an adviser based in Chapel Hill. It manages $63 million of regulatory assets for 65 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of North Carolina.




Koury Capital Management provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Koury Capital Management: assets under management

The assets under management (AUM) of Koury Capital Management, LLC is $63 million. The firm's AUM has grown by 3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $20 million in discretionary accounts and $43 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $800 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.08 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Koury Capital Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Chapel Hill

The principal office where Koury Capital Management, LLC performs its advisory services is located at 1406 White Cross Road, Chapel Hill, NC 27516, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 919-942-6452 or by fax 919-967-9239. The normal business hours are 9:00a.m. to 5:00 p.m. on Monday - Friday.


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