A complete list of active advisors currently associated with KLESIS Advisors, LLC

Warmer can help you find a great advisor at KLESIS Advisors, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at KLESIS Advisors, 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.