Raleigh, NC Office

Kairos RIA, LLC provides discretionary portfolio management and financial planning to individuals, high‑net‑worth individuals, charitable organizations and business entities. Services include development of an Investment Policy Statement, asset allocation and ongoing portfolio monitoring across mutual funds, equities, fixed income, ETFs, annuities and occasional private placements.

The firm tailors advice through client interviews, scenario analysis and documented risk‑tolerance assessments, then generally implements portfolios under discretionary authority and model allocations. Investment methods include cyclical, fundamental and technical analysis with a long‑term trading orientation, and custody and trade execution are directed to a single recommended custodian.

Noteworthy for a firm of its size, Kairos is small—about two advisors, roughly $16.5 million in discretionary AUM and around 40 clients—and maintains several non‑advisory affiliations: certain supervised persons are licensed insurance agents, the advisory business shares office space with a separate law practice, and there is an affiliated entity providing tax preparation and administrative services. Those relationships can create conflicts of interest (for example, insurance commissions and recommendations of affiliated services) that the firm discloses and documents in client files.