Spring, TX Office
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Exos Wealth Strategies, LLC
Supported
Firm-wide stats for Exos Wealth Strategies, LLC
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.
Based on Exos Wealth Strategies, LLC
Expertise
Based on Exos Wealth Strategies, LLC
Location
Spring TX
Advisors at this office
2
Advisors at this office
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.
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.
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