RIA Intel›Advisers›New Jersey›KAI ADVISORS, LLC

KAI ADVISORS, LLC

Advisory

NJ

Data as of Feb 20, 2026 · Source: SEC Form ADV

Rank in NJ

#662

of 775 advisers by AUM

Average account

$213K

across 310 accounts

AUM per adviser

$66M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 20, 2026.

Total AUM

$66M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$66M

Discretionary AUM$66M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients41

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNJ, NY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

41 clients

34 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in NJ

Closest by assets under management. All figures from Form ADV.

SENSUS INVESTMENT MANAGEMENT GROUP LLC

ENGLEWOOD CLIFFS, NJ

$66M

HOLZER & COMPANY, INC.

$67M

LINDE, HANSEN & CO., LLC

FLORHAM PARK, NJ

$65M

$65M

CIRCLE SQUARED ALTERNATIVE INVESTMENTS, LLC

$67M

CAM ENERGY, LLC

$67M

Get the full picture on KAI ADVISORS, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track KAI ADVISORS, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans