Kavout Algo Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Kavout Algo Financial provides continuous asset management services to individual clients, including high‑net‑worth individuals, through separate accounts held at qualified custodians. The firm reports $1,241,261 in non‑discretionary assets under management and $0 in discretionary AUM as of February 25, 2025, and generally implements advice on a non‑discretionary basis unless a client grants trading authority.
The firm’s investment process combines quantitative and traditional methods — including charting, technical and fundamental analysis — and emphasizes a value‑oriented, primarily long‑only approach while retaining the ability to use tactical allocation, short‑term trades, options and margin where appropriate. Kavout Algo Financial tailors services through one‑on‑one interviews and questionnaires and executes trades through an institutional relationship with Interactive Brokers, using block trading and related custody services.
Distinctive features include the predominance of non‑discretionary assets (an uncommon arrangement for investment managers) alongside the availability of performance‑based fee arrangements for qualified clients, and an operational affiliation with a technology company that provides software and support to the adviser’s business. The firm is small in scale, with two listed advisory personnel and supplementary business activities noted (including a licensed real estate agent among senior staff), which may affect the scope and mix of services compared with larger peers.
Client services
Expertise
Fee options
20% of total capital appreciation or 30% of capital appreciation beyond hurdle of index ETF SPY's capital appreciation, generally not exceeding 20% of capital appreciation
Main office
999 Third Ave, Suite 3300
Seattle WA 98104
Advisors at this office
2
Most active in
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 active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
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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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Qing L
Series 65
Seattle, WA
Kavout Algo Financial LLC
Qing Lu is a financial advisor at Kavout Algo Financial LLC with seven years of industry experience. He holds a Series 65 credential and has worked with affiliated entities including Kavout Asset Management, LLC and Kavout Corporation, where he serves as CEO of the technology company. Outside advisory roles, he dedicates part of his time to overseeing technology operations at Kavout Corporation. Kavout Algo Financial provides continuous asset management services primarily on a non-discretionary basis to individual and high-net-worth clients. The firm integrates quantitative and traditional investment methods with a value-oriented, long-only focus while employing tactical allocation and trading strategies as appropriate.
Feifei L
Series 65
Seattle, WA
Kavout Algo Financial LLC
Feifei Li is a financial advisor at Kavout Algo Financial LLC with a Series 65 designation and one year of industry experience. She previously worked at Research Affiliates LLC for 17 years and remains a passive shareholder there. Kavout Algo Financial provides continuous, primarily non-discretionary asset management services to individual and high-net-worth clients, combining quantitative and traditional investment methods with a value-oriented approach.
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