KLESIS ADVISORS, LLC

RIASEC Registered
Total AUM
$82M
Discretionary
$40M
49% of AUM
Avg account
$781K
Accounts
105
Employees
2
Advisory reps
3

Firm details

Headquarters
WALNUT CREEK, California
CRD number
312793
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI100%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

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

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Private Funds 51%, Exchange Traded Equities 49%51%
  • Private Funds51%
  • Exchange Traded Equities49%

Contacts

3 of 3
  • JOHN CHA

    Managing DirectorCRD 2373163

  • ERIC BENISEK

    Managing DirectorCRD 7881913

  • DEE GRAY

    Office AdministratorCRD 7416294

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

WALNUT CREEK, CA

CONTRA COSTA

Location

WALNUT CREEK, CA

Headquartered in WALNUT CREEK, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
CONTRA COSTA
Address
1550 Parkside Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth