Kairos Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Kairos Capital Management provides discretionary investment advisory and portfolio management services to individuals as well as pension and profit-sharing plans, tailoring advice to assets clients designate. The SEC-registered, single-advisor firm manages roughly $106 million for about 84 clients and generally charges clients on an asset-based advisory basis without a stated account minimum.
The firm’s investment process is driven by asset allocation and diversification, combining modern portfolio theory and fundamental analysis with tactical asset-allocation adjustments; portfolios may include individual stocks, bonds, mutual funds, and ETFs. Kairos emphasizes long-term holdings while allowing tactical shifts and conducts ongoing reviews of managed accounts under discretionary authority.
Distinctive features include operating as a sole practitioner with six-figure assets under management, and a custodial relationship with Schwab Advisor Services that provides institutional trading, custody, and third-party research resources not typically available to retail accounts. The firm does not vote client proxies (custodians send proxies directly to clients), permits personal trading subject to policies that prioritize client orders, and discloses key-person risk due to its single-advisor structure.
Client services
Expertise
Fee options
$0 - $1,999,999: 0.50% $2,000,000 - $4,999,999: 0.30% $5,000,000+: 0.20%
Main office
365 118th Ave SE, #118
Bellevue WA 98005
Advisors at this office
1
Most active in
Texas · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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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