KIAROS ADVISORS, LLC

Overview

Kiaros Advisors, LLC is a small, owner-run independent RIA that mixes advisory services with insurance brokerage. The firm concentrates on fee-based financial planning, portfolio management for individuals and small businesses, and pension consulting. Its advisory model is largely non-discretionary: advisors make recommendations and clients retain trading authority, which positions the firm as a counselor and product selector rather than a discretionary asset allocator. Investment activity centers on public mutual funds as the primary vehicle for implementation, supplemented by insurance products. The firm does not identify as an active ESG investor and is not structured as a capital allocator to run proprietary alternative funds. Given the mix of services and its insurance affiliation, Kiaros frequently combines traditional investment portfolios with insurance and annuity solutions for income and risk-management objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices