KAIROS ASSET ADVISORY, LLC
Firm details
- Headquarters
- MOBILE, Alabama
- CRD number
- 153218
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI88.09%
- Individuals11.91%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Kairos Asset Advisory, LLC is an independent registered investment advisor that focuses on providing comprehensive financial planning and portfolio management services to individuals and families. As a capital allocator, the firm emphasizes a tailored approach to investment management, ensuring that clients receive personalized strategies that align with their financial goals. The firm operates under a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees, allowing for flexibility in how clients are billed for services.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities58%
- Cash & Cash Equivalents28%
- Exchange Traded Equities7%
- State & Local Bonds5%
- Investment Grade Corp Bonds2%
Contacts
2 of 2JOHN COCKE
Managing DirectorCRD 3111108
ANGELA COCKE
OwnerCRD 5780444
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MOBILE, AL
MOBILE
Location
MOBILE, AL
Headquartered in MOBILE, AL, anchoring the Mobile-Daphne-Fairhope, AL metro in the South.
- Metro area
- Mobile-Daphne-Fairhope, AL
- Region
- South
- County
- MOBILE
- Address
- 1055 Dauphin St
- Time zone
- CT (UTC-6)
- Office locations
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