Kiaros Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$27,249,546
Clients
273
Advisors
1
of 1 employees
About
Kiaros Advisors serves individual investors, business owners and retirement plans, providing comprehensive financial planning, non-discretionary asset management, and ERISA plan (3(21)) consulting. The firm offers ongoing portfolio management, financial planning and solicitor arrangements with third‑party money managers as part of its advisory services.
Portfolios are managed on a non‑discretionary basis with investment policy statements and documented risk tolerances; the firm uses fundamental, technical and cyclical analysis and obtains client approval before executing trades. It also offers mutual‑fund‑only portfolios on the American Funds Service platform and conducts periodic reviews and reporting at least quarterly.
Compared with peers, the firm is notable for operating as a solo advisor while maintaining a large client base (273 clients) and reporting all assets as non‑discretionary (~$28.3 million), and for providing pension and ERISA consulting services in addition to retail advice. The managing member is affiliated with insurance‑selling entities and receives commissions on insurance products and solicitor fees for referrals to TPMs; the brochure discloses these potential conflicts and states they are mitigated by disclosures and the firm’s fiduciary obligations.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees ranging from $750 to $7,500 depending on individual income or business assets, paid in installments with possible waiver if client implements plan
$0 - $100,000: 1.00% annually $100,001 - $500,000: 0.75% annually Over $500,000+: 0.50% annually
Up to $200 per hour for specific financial planning topics, negotiated hourly fee
Main office
234 A NW Broad Street
Southern Pines NC 28387
Advisors at this office
1
Most active in
Florida · North Carolina · Virginia
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.
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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Lawyer
They provide legal services, typically billed separately.
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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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