Kairos Capital Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Kairos Capital Advisors provides discretionary investment management to individuals, trusts, estates, charitable organizations, corporations and retirement plan sponsors, advising approximately $33 million for about 25 clients. The firm operates on a fee-only basis and also offers non‑discretionary retirement plan consulting services that include investment policy statement development, monitoring, and QDIA selection assistance.
The investment approach is a top‑down, economic and government policy‑driven dynamic asset allocation process that implements a “model portfolio” across six asset classes (Cash, Commodities, Domestic Equities, Foreign Equities, Fixed Income and Real Estate) primarily through low‑cost index ETFs; allocations are reviewed daily and can be shifted to cash when the adviser deems risk‑adjusted opportunities unattractive. Kairos uses a mix of charting, fundamental, technical and cyclical analysis to inform allocations and manages all client accounts on a discretionary basis.
Distinctive features include a single, experienced investment professional who conducts daily portfolio reviews and manages a relatively concentrated client base with a customary $500,000 account minimum (waivable in some circumstances). The firm maintains a strict no‑commission, no performance‑fee policy, custodies client assets at Schwab Institutional, does not vote client proxies (but will provide voting recommendations on request), and discloses a practice of providing preferential trading treatment to clients while noting most trades are ETF trades.
Client services
Expertise
Fee options
Up to 1.0% per year (based on amount of assets under advisory and complexity)
Account minimum: $500,000 Fee-only: Kairos Capital Advisors, LLC is strictly a fee-only investment advisory firm; no commissions are accepted.
Main office
Medford NJ
Advisors at this office
1
Most active in
New Jersey · Pennsylvania
Disclosures
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Business activities & affiliations
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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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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.
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