A complete list of active advisors currently associated with Kairos Capital Management, LLC

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

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.

To learn more about the advisors currently working at Kairos Capital Management, 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.