Kipos Wealth

RIAState Registered
Total AUM
$107M
Discretionary
$86.2M
80% of AUM
Avg account
$261K
Accounts
411
Employees
2
Advisory reps
2

Firm details

Headquarters
Denton, Texas
CRD number
323987
Registered since
January 12, 2023
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI48.31%
  • Pension & Profit Sharing Plans19.83%
  • Corporations / Businesses16.88%
  • Individuals14.68%
  • Charitable Organizations0.3%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Kipos Wealth is an independent RIA organized as an LLC and owned by an individual. The firm serves both high-net-worth individuals and families as well as institutional clients, charging fees as a percentage of assets under management. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of outside advisers. Kipos Wealth identifies as a capital allocator and is not an active ESG investor. The firm is state-registered in Alaska, Hawaii and Texas.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 59%, Exchange Traded Equities 19%, Cash & Cash Equivalents 14%, Private Funds 5%, Non-Exchange Traded Equities 3%59%
  • Public Funds/Mutual Funds59%
  • Exchange Traded Equities19%
  • Cash & Cash Equivalents14%
  • Private Funds5%
  • Non-Exchange Traded Equities3%

Owners & executives

1 of 1
  • Alexander Bischoff

    Alexander Bischoff

    CEO & FounderCRD 6696954

Contacts

1 of 1
  • Nathan Graves

    Nathan Graves

    Wealth AdvisorCRD 6511790

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Denton, TX

Denton

Location

Denton, TX

Headquartered in Denton, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Denton
Address
1332 Teasley Ln
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth