Kairos Capital Advisors, LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Non-Exchange Traded Equities1%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
James Juliano
Owner and Chief Investment OfficerCRD 5899651
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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