A complete list of active advisors currently associated with Kairos Asset Advisory, LLC

Warmer can help you find a great advisor at Kairos Asset Advisory, LLC or one who fits your needs even better.

Kairos Asset Advisory, LLC is a small registered investment adviser managing roughly $18.6 million for a limited number of clients, including individuals as well as institutional entities such as pension and Taft–Hartley plans, charitable foundations, and corporations. The firm provides discretionary portfolio management, financial planning, pension consulting and account management services. The firm uses a fundamentally driven, valuation-oriented investment process that screens for companies with above-average financial characteristics and seeks opportunities it judges to be materially undervalued, while monitoring portfolio-level risk and market opportunities on an ongoing basis. Its recommended investments span public equities and fixed income to ETFs and derivatives, and also include less liquid alternatives such as hedge funds, private equity, real estate and oil-and-gas partnerships when appropriate. Compared with many independent solo advisers, Kairos is notable for serving institutional clients and offering pension consulting despite its modest scale, a combination that is uncommon among peers. The brochure also discloses a 2019 regulatory penalty for a state registration renewal lapse and describes firm policies such as a written code of ethics and the use of independent custodial arrangements.

To learn more about the advisors currently working at Kairos Asset Advisory, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
John Cocke IV	Mobile, AL	18

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