Kairos RIA, LLC

RIAState Registered
Total AUM
$16.5M
Discretionary
$16.5M
100% of AUM
Avg account
$184K
Accounts
90
Employees
2
Advisory reps
3

Firm details

Headquarters
Raleigh, North Carolina
CRD number
341881
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Individuals54.6%
  • HNWI45.4%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Kairos RIA, LLC is an independent, individually owned limited liability company that provides financial planning and portfolio management for individuals, families and small-business owners. The firm charges either a percentage of assets under management or fixed fees. Its regulatory filings show registration activity in North Carolina and Ohio. Kairos lists industry connections with a law firm and an insurance company and does not position itself as an allocator of capital to external managers. The firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Raleigh, NC

Wake

Location

Raleigh, NC

Headquartered in Raleigh, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.

Metro area
Raleigh-Durham-Cary, NC
Region
South
County
Wake
Address
219 N Boylan Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth