Koios Private Family Offices, LLC

Koios Private Family Offices is a small, independent registered investment adviser that provides discretionary asset management and complementary financial planning to individuals, high-net-worth clients, and businesses. As of September 30, 2026 the firm reported approximately $4.62 million in discretionary assets across seven client relationships and generally maintains a $1,000,000 account minimum (which may be lowered or waived in certain cases).

The firm constructs diversified portfolios using a combination of fundamental and quantitative analysis and may employ both long- and short-term holdings to manage risk and volatility, operating under discretionary trading authority. Client accounts are reviewed at least quarterly for allocation, rebalancing, and tax-loss harvesting opportunities, and the firm relies on an institutional custodian for trade execution and reporting.

Distinctive features disclosed in the brochure include a very small, family-office style client base and an ownership structure that includes an owner with an academic background who operates an economic-forecasting education business, both of which the firm describes as non-investment activities. The brochure also notes several outside business interests held by the firm’s principals, a formal Code of Ethics, that the firm does not aggregate trades across client accounts, that it does not vote proxies (clients receive proxy materials directly), and that it receives custodial research and technology services that the firm discloses as potential conflicts to be managed.