KAIROS CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- BELLEVUE, Washington
- CRD number
- 150342
- Registered since
- January 30, 2026
- Website
- www.kairoscm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI84.68%
- Individuals15.32%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Kairos Capital Management, LLC is a small, owner-run registered investment adviser organized as an LLC that focuses on portfolio management for individuals, families and small businesses. The firm charges fees based on a percentage of assets under management and reports all assets as discretionary. It does not position itself as an ESG investor, is not a multi-state adviser, and is classified as serving individual and family clients rather than institutions or pensions. Investment activity is centered on pooled public vehicles—chiefly mutual funds and other public funds—which serve as the core building blocks of client portfolios. The firm also allocates to third‑party alternative investment managers, using external managers to provide diversifying or return-enhancing exposures where appropriate. Given the client base and account counts, Kairos appears to run concentrated, advisory-driven relationships with a focus on managed, discretionary implementation rather than direct security selection at scale.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds86%
- Exchange Traded Equities10%
- Cash & Cash Equivalents3%
- State & Local Bonds1%
Owners & executives
1 of 1DOUGLAS EICKERMAN
President, Chief Investment OfficerCRD 5669215
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BELLEVUE, WA
KING
Location
BELLEVUE, WA
Headquartered in BELLEVUE, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- KING
- Address
- 365 118th Ave SE
- Time zone
- PT (UTC-8)
- Office locations
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