Kairos RIA, LLC
Firm details
- Headquarters
- Raleigh, North Carolina
- CRD number
- 341881
- Website
- kairos-ria.com
- 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, individually owned limited liability company that provides financial planning and portfolio management for individuals, families and small-business owners. The firm charges either a percentage of assets under management or fixed fees. Its regulatory filings show registration activity in North Carolina and Ohio. Kairos lists industry connections with a law firm and an insurance company and does not position itself as an allocator of capital to external managers. The firm does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
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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