A complete list of active advisors currently associated with Kavout Algo Financial LLC

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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.

To learn more about the advisors currently working at Kavout Algo Financial 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.