Kairos Ria, LLC

Overview

Kairos Ria, LLC is an individually owned limited liability company that provides fee-based financial planning and discretionary portfolio management for individuals and small businesses. The firm charges either a percentage of assets under management or fixed fees. Regulatory details such as SEC registration year are not disclosed in the source data, and the adviser is not identified as a multi-state adviser or a pension consultant. The firm is not flagged as an active ESG investor and is not classified as a capital allocator. The firm lists industry affiliations with a law firm and an insurance company, which may reflect referral relationships or complementary service arrangements, but the data does not describe the nature of those ties. Kairos Ria is not identified as a related adviser to another registered entity.

Assets & Accounts

Investments & Alternatives