Koios Private Family Offices, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,458,719
Clients
5
80% high-net worth
Advisors
1
of 2 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
5
Very LowAverage account size
$291,744
About
Koios Private Family Offices, LLC provides discretionary asset management and related financial planning to a small number of individual, high‑net‑worth, and business clients. The firm delivers ongoing portfolio management and may prepare comprehensive financial plans that address estate, tax, retirement, insurance and other personal planning topics at no additional charge.
The firm’s investment process combines fundamental and quantitative analysis to construct diversified portfolios intended to manage risk and reduce volatility, using mutual funds, ETFs, equities and fixed income, with both long‑ and short‑term positions as appropriate. Koios operates with client‑granted discretionary trading authority, conducts quarterly account reviews, and relies on a single institutional custodian for execution and custody services.
Distinctive features include a very small client base and assets under management relative to industry peers and a stated account minimum of $1,000,000 (which may be waived in some cases), reflecting a focused, family‑office style practice. Ownership and senior personnel have notable outside roles — including academic work and an economic‑forecasting education business, plus outsourced CFO and non‑investment commercial interests — and the firm discloses that it does not aggregate trades for accounts and does not vote client proxies, which may affect execution and proxy‑voting practices compared with many peers.
Client services
Portfolio management
Expertise
Wealth management
College savings (529s, UTMA, etc.)
Fee options
1.00% annually on all assets under management
Account minimum: $1,000,000 (may be lowered or waived in certain instances)
Main office location
Koios Private Family Offices, LLC
415 Sw 8 Th Street
Des Moines IA 50309, United States
Number of offices
1
Most active in
Koios Private Family Offices, LLC has reported serving >5 clients in these states in the last 12 months.
Iowa
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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