Kairos Capital Advisors, LLC

RIASEC Registered
Total AUM
$33M
Discretionary
$33M
100% of AUM
Avg account
$892K
Accounts
37
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
134552
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI81.82%
  • Individuals18.18%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Kairos Capital Advisors, LLC is a small, fee-based RIA that focuses on portfolio management for individual and family clients, including small-business owners. The firm is organized as an LLC and operated under individual ownership. Its business model centers on discretionary management charged as a percentage of assets under management. Kairos does not position itself as an ESG-focused allocator and is not marked as a multi-state or pension consultant adviser. Investment activity shows a clear tilt toward publicly traded equity instruments, with most client portfolios implemented through exchange-traded equities and ETFs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 98%, Non-Exchange Traded Equities 1%, Cash & Cash Equivalents 1%98%
  • Exchange Traded Equities98%
  • Non-Exchange Traded Equities1%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • James Juliano

    James Juliano

    Owner and Chief Investment OfficerCRD 5899651

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth