KLESIS Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Klesis Advisors, LLC is a state-registered independent investment adviser that serves individuals and high-net-worth individuals, providing investment advisory services, managed account programs, and financial planning. The firm reports approximately $82 million in assets under management across its client base and makes certain private investment opportunities available to qualified or accredited clients.
The firm tailors advice to each client’s objectives, time horizon, and risk tolerance and employs methods such as asset allocation, dollar-cost averaging, technical and short- and long-term trading approaches; it offers both discretionary and non-discretionary management. KA’s brochure discloses roughly $40 million in discretionary assets and $42 million in non-discretionary assets and describes due diligence and suitability processes used when recommending private investments.
A distinctive aspect noted in the brochure is that some executive officers are attorneys who may provide legal guidance to clients (with clients under no obligation to use those services), an affiliation that is uncommon for firms of this size. The brochure also documents attention to operational matters—such as vendor risk around artificial intelligence components and regular quarterly account reviews—and the firm’s preference for a particular custodian relationship, which may be of interest given its solo-practitioner structure.
Client services
Expertise
Fee options
$0 - $3 Million: 1.50% $3 Million - $10 Million: 1.25% $10 Million - $20 Million: 1.00% $20 Million - $40 Million: 0.75% $40 Million - $60 Million: 0.65% $60 Million+: 0.50%
Main office
2121 N. California Blvd., Suite 290
Walnut Creek CA 94596
Advisors at this office
1
Most active in
California · Texas
Also doing business as
Klesis Advisors, LLC · Vbl Advisors LLC
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:
Lawyer
They provide legal services, typically billed separately.
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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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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