# M. KULYK & ASSOCIATES, LLC

M. KULYK & ASSOCIATES, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 290887
- Type: SEC-registered investment adviser
- SEC file number: 801-112089
- Phone: (404) 294-5917
- Latest filing: 2026-07-13
- Regulatory AUM: $840.4M
- Discretionary AUM: $837.8M
- Non-discretionary AUM: $2.5M
- Clients: 23
- Accounts: 2,208

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (13)

| Name | Role | Location |
| --- | --- | --- |
| Margaret Ann Kulyk | CEO/FOUNDER; TRUSTEE | — |
| Mary Barbara Shaltis | OWNER/EXECUTIVE/SENIOR/FINANCIAL PLANNER | — |
| James Russell Hadaway | CHIEF COMPLIANCE OFFICER | — |
| Jacob Edward Newcomer | FINANCIAL ADVISOR | — |
| Daniel Colin Mcnabb | PORTFOLIO MANAGER | — |
| Daniel Robert Kirslis | FINANCIAL ADVISOR | — |
| KULYK MARGARET ANN | CEO/FOUNDER; CHIEF COMPLIANCE OFFICER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER (+1 more) | — |
| SHALTIS MARY BARBARA | OWNER/EXECUTIVE/SENIOR/FINANCIAL PLANNER | — |
| HADAWAY JAMES RUSSELL | CHIEF COMPLIANCE OFFICER | — |
| NEWCOMER JACOB EDWARD | FINANCIAL ADVISOR | — |
| MCNABB DANIEL COLIN | PORTFOLIO MANAGER | — |
| Kirslis Daniel Robert | FINANCIAL ADVISOR | — |
| Max Farley Kulyk | CEO/FOUNDER; TRUSTEE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/290887/brochure
- Similar advisers: https://search.stillhousedata.com/firm/290887/similar
- Related entities: https://search.stillhousedata.com/firm/290887/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/290887

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.