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Chicory Wealth
Chicory Wealth began in 2002 when Maggie Kulyk established a fee-only financial life-planning practice. The firm grew from that base into a multi-family office...
Chicory Wealth
Chicory Wealth began in 2002 when Maggie Kulyk established a fee-only financial life-planning practice. The firm grew from that base into a multi-family office serving multiple households and nonprofits. The firm allocates across private equity, real estate, hedge funds, private credit and infrastructure. It also maintains exposure to philanthropic and mission-related investments. Geographic focus remains North America. The team holds memberships in the Interfaith Center on Corporate Responsibility and the B Corp Climate Collective. Certified B Corporation status dates to 2020 with re-certification in 2023. The firm maintains the CHICORY 1% FOR SOCIAL JUSTICE vehicle. No additional offices appear in public records.
General information
Firm type
Multi Family Office
Year founded
2002
Location
Region
North America
Country
United States
City
Decatur
Corporate office
Decatur, GA, United States
Principals
Maggie Kulyk
Founder and CEO
Mary Shaltis
Partner and Senior Financial Planner
Daniel McNabb
Partner and Head of Investment Team
Sector focus
Frequently asked questions
Who runs investment decisions at Chicory Wealth?
Daniel McNabb serves as Partner and Head of Investment Team. Maggie Kulyk remains Founder and CEO with final oversight on firm direction.
How does Chicory Wealth approach socially conscious investing?
The firm integrates environmental, social and governance factors into portfolio construction. It collaborates with As You Sow on shareholder advocacy and maintains membership in the Interfaith Center on Corporate Responsibility.
Is Chicory Wealth structured as a single family office or multi-family office?
Chicory Wealth operates as a multi-family office. It serves multiple households and nonprofits rather than a single family branch.
Does Chicory Wealth participate in fund commitments or only direct deals?
The firm uses both fund commitments and direct investments. Asset types include hedge funds, private equity, private credit, real estate and infrastructure.
What is Chicory Wealth's known posture on co-investments alongside external GPs?
No public information details co-investment activity. The firm lists buyout-stage exposure and works with external managers through fund vehicles.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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