Kairos Family Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Kairos Family Wealth LLC is a newly formed investment adviser that currently reports no assets, no registered advisors, and no clients. The firm offers discretionary portfolio management for individual and high‑net‑worth clients and also provides outsourced CFO services and standalone financial planning.
The firm documents client objectives in an Investment Policy Statement, generally seeks discretionary authority to implement asset allocation and security selection, and states it will act as a fiduciary for retirement accounts. Its investment process draws on fundamental, quantitative, modern portfolio theory and technical analysis and can employ long‑ and short‑term trading, margin transactions, and a broad range of instruments from mutual funds and fixed income to REITs, private placements, venture capital interests, and ETFs; the firm also requires clients to use a specified custodian for account implementation.
Distinctive features disclosed in the brochure include that the firm’s principal is a licensed attorney and is also licensed to sell insurance, creating legal and insurance affiliations and the potential for insurance commission compensation that the firm discloses as a conflict to clients. The adviser also uses negotiated fixed fees for its CFO/financial planning engagements rather than performance fees, does not act as a private‑fund adviser or select third‑party managers, and emphasizes written conflict disclosures and client choice when recommending insurance or other third‑party products.
Client services
Expertise
Occupation focus
Fee options
Fixed fees between $7,000 and $40,000 for CFO/financial planning services.
$1,000,000 - $100,000,000: 0.30% $100,000,001 - $150,000,000: 0.255% $150,000,001 - $200,000,000: 0.20% $200,000,001+: 0.15%
Account minimum: $1,000,000
Main office
Los Angeles CA
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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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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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.
Forms ADV
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