Exos Wealth Strategies, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$17,992,270
Clients
51
Advisors
4
across 3 offices
About
Exos Wealth Strategies serves individuals, trusts, estates and retirement plans, providing discretionary and non‑discretionary investment management, financial planning, and retirement plan consulting. The firm also acts as a sub‑adviser to other registered advisers and delivers both participant‑directed and trustee‑directed plan services.
Exos constructs individualized asset allocations and primarily implements portfolios with mutual funds and exchange‑traded funds while treating cash as an asset class and conducting ongoing portfolio reviews. The firm also performs initial and ongoing due diligence on private placements and may recommend private fund investments to qualified clients, and it can operate in ERISA Section 3(21) or 3(38) capacities when engaged.
Notably, Exos maintains five offices and is affiliated with private pooled vehicles — EXOS HYFI Fund, LLC and EXOS Realty Investment Fund — with an affiliated entity serving as the funds’ general partner and retaining custody of fund assets. Those affiliated fund arrangements mean the firm can recommend pooled vehicle investments and include fund interests in assets under management, and Exos discloses related conflicts and mitigation measures such as annual fund audits.
Client services
Expertise
Fee options
Fixed fees generally range from $2,500 to $15,000 for financial planning services
$0 - $999,999: 1.00% $1,000,000 - $1,499,999: 0.80% $1,500,000 - $2,999,999: 0.50% $3,000,000 - $4,999,999: 0.35% $5,000,000+: Negotiable
$200 to $350 per hour for financial planning; $250 per hour for retirement plan services
Fee-only: Fixed fees generally range from $2,500 to $15,000; hourly fees range from $200 to $350; hourly for retirement plan services $250/hour
Main office
See officeSpring TX
Advisors at this office
2
Offices (3)
Most active in
Arizona · Arkansas · Florida · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Kaylin C
Series 63, Series 65
Spring, TX
Exos Wealth Strategies, LLC
Kaylin Campbell is a financial advisor at Exos Wealth Strategies, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Aaron Keys & Associates, Inc. and Wealth Design Group. In addition to her advisory role, she owns and operates M&A Risk Management, LLC, an insurance agency specializing in life, health, and property and casualty insurance. Exos Wealth Strategies serves individuals, trusts, estates, and retirement plans through discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm constructs individualized asset allocations primarily using mutual funds and ETFs, conducts portfolio reviews, and offers private fund investment options while serving in various fiduciary roles.
Steven C
Series 66
Chandler, AZ
Exos Wealth Strategies, LLC
Steven Castro is a financial advisor with Exos Wealth Strategies, LLC, holding a Series 66 designation and bringing 22 years of industry experience. His career includes roles at several firms, such as Merrill, Centric Advisors, and Capital Markets IQ. Outside of advisory work, he is an independent insurance agent involved in annuity and insurance sales. Exos Wealth Strategies serves individuals, trusts, estates, and retirement plans, offering investment management, financial planning, and retirement plan consulting. The firm employs individualized asset allocations primarily using mutual funds and ETFs, conducts due diligence on private placements, and provides services in ERISA fiduciary capacities.
Job L
ChFC®, Series 63, Series 65
Spring, TX
Exos Wealth Strategies, LLC
Job Louimeus is a financial advisor at Exos Wealth Strategies, LLC with nine years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Before joining Exos Wealth Strategies in 2020, he worked at Centric Advisors, LLC from 2016 to 2020 and operated JML Consulting from 2015 to 2016. Outside of investment advisory, he owns a mortgage brokerage, Exos Mortgage Company, LLC, where he assists clients with home lending and refinancing. Exos Wealth Strategies serves individuals, trusts, estates, and retirement plans with investment management, financial planning, and retirement plan consulting. The firm focuses on individualized asset allocations primarily using mutual funds and ETFs, conducts ongoing portfolio reviews, and may recommend private fund investments to qualified clients.
Clay K
Series 66
Gilbert, AZ
Exos Wealth Strategies, LLC
Clay Kazmierski is a financial advisor at Exos Wealth Strategies, LLC with 20 years of industry experience. He holds the Series 66 designation and previously worked at Pangea Wealth Management for 15 years before joining Exos in 2023. Exos Wealth Strategies serves individuals, trusts, estates, and retirement plans by providing discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm constructs individualized asset allocations primarily using mutual funds and ETFs, conducts due diligence on private placements, and can operate in ERISA Section 3(21) or 3(38) fiduciary capacities.
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