Kairos Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$105,940,110
Clients
84
43% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
84
Very HighAverage account size
$1,261,192
About
Kairos Capital Management provides discretionary investment advisory and portfolio management services to individuals as well as pension and profit-sharing plans, tailoring advice to assets clients designate. The SEC-registered, single-advisor firm manages roughly $106 million for about 84 clients and generally charges clients on an asset-based advisory basis without a stated account minimum.
The firm’s investment process is driven by asset allocation and diversification, combining modern portfolio theory and fundamental analysis with tactical asset-allocation adjustments; portfolios may include individual stocks, bonds, mutual funds, and ETFs. Kairos emphasizes long-term holdings while allowing tactical shifts and conducts ongoing reviews of managed accounts under discretionary authority.
Distinctive features include operating as a sole practitioner with six-figure assets under management, and a custodial relationship with Schwab Advisor Services that provides institutional trading, custody, and third-party research resources not typically available to retail accounts. The firm does not vote client proxies (custodians send proxies directly to clients), permits personal trading subject to policies that prioritize client orders, and discloses key-person risk due to its single-advisor structure.
Client services
Portfolio management
Expertise
Wealth management
Fee options
$0 - $1,999,999: 0.50% $2,000,000 - $4,999,999: 0.30% $5,000,000+: 0.20%
Main office location
Kairos Capital Management, LLC
365 118 Th Ave Se, #118
Bellevue WA 98005, United States
Number of offices
1
Most active in
Kairos Capital Management, LLC has reported serving >5 clients in these states in the last 12 months.
Texas · Washington
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.
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