KAIROS RIA, LLC

Overview

Kairos Ria, LLC is a small, owner-run limited liability company focused on providing financial planning and portfolio management services for individuals and small businesses. The firm reports a fee model that includes both a percentage-of-AUM option and fixed-fee engagements, suggesting a mix of ongoing advisory relationships and project-based planning work. It is not identified as an active ESG investor, a capital allocator, a pension consultant, a multi-state adviser, or a related adviser. The firm lists industry affiliations with a law firm and an insurance company. Those ties typically indicate access to legal and insurance expertise—useful for estate, trust and insurance-placement work—and may point to a referral pipeline rather than an integrated multi-disciplinary firm. Kairos Ria, LLC’s organizational profile and owner-type (individual) imply a boutique practice likely oriented toward personalized, lower-scale client relationships rather than institutional mandates.

Assets & Accounts

Location & Offices