KLESIS ADVISORS, LLC

Overview

Klesis Advisors, LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm positions itself as a capital allocator for individual and family clients, charging fees as a percentage of assets under management. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Klesis does not identify as an active ESG investor and is not registered as a multi‑state or pension consultant adviser. The firm reports an industry affiliation with a law firm.

Assets & Accounts

Investments & Alternatives