Kairos Ria, LLC
Firm details
- Headquarters
- Raleigh, North Carolina
- CRD number
- 341881
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals54.6%
- HNWI45.4%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Kairos Ria, LLC is an independent Registered Investment Adviser organized as an LLC and owned by an individual. The firm focuses on serving private individuals and family clients with portfolio management and financial planning, and it also provides services for small-business owner accounts. Its fee arrangements combine asset-based fees and fixed-fee engagements. The firm is not positioned as a capital allocator and is not identified as an active ESG investor.
Assets & Accounts
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
- Other100%
Owners & executives
2 of 2
James Collins
Chief Compliance OfficerCRD 6568720
Jason Burton
CEO and Managing PartnerCRD 8250571
Contacts
1 of 1
Katharine Morgan
Registered RepresentativeCRD 8142721
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Raleigh, NC
Wake
Location
Raleigh, NC
Headquartered in Raleigh, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.
- Metro area
- Raleigh-Durham-Cary, NC
- Region
- South
- County
- Wake
- Address
- 219 N Boylan Ave
- Time zone
- ET (UTC-5)
- Office locations
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