K
Kairos Asset Advisory, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$18,608,057
Total clients
23
39% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
23
Average account size
$809,046
About
Kairos Asset Advisory, LLC is a small registered investment adviser managing roughly $18.6 million for a limited number of clients, including individuals as well as institutional entities such as pension and Taft–Hartley plans, charitable foundations, and corporations. The firm provides discretionary portfolio management, financial planning, pension consulting and account management services.
The firm uses a fundamentally driven, valuation-oriented investment process that screens for companies with above-average financial characteristics and seeks opportunities it judges to be materially undervalued, while monitoring portfolio-level risk and market opportunities on an ongoing basis. Its recommended investments span public equities and fixed income to ETFs and derivatives, and also include less liquid alternatives such as hedge funds, private equity, real estate and oil-and-gas partnerships when appropriate.
Compared with many independent solo advisers, Kairos is notable for serving institutional clients and offering pension consulting despite its modest scale, a combination that is uncommon among peers. The brochure also discloses a 2019 regulatory penalty for a state registration renewal lapse and describes firm policies such as a written code of ethics and the use of independent custodial arrangements.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Active portfolio management
Private / alternative investments
Options & derivatives strategies
Real estate investing
Fee options
Fixed rate may be agreed upon for financial planning services; specific amounts not stated.
$0 - $1,000,000: 1.50% $1,000,000 - $5,000,000: 1.00% $5,000,000+: 0.75%
$100 to $150 per hour depending on engagement length and complexity.
Account minimum: No specific minimum account size stated, but a minimum annual fee of $1,000 applies. Minimum fee: Minimum annual fee of $1,000.00; fees are subject to negotiation.
Main office location
Kairos Asset Advisory, LLC
1055 Dauphin Street
Mobile AL 36604, United States
Number of offices
1
Most active in
Kairos Asset Advisory, LLC has reported serving >5 clients in these states in the last 12 months.
Alabama · Louisiana
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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