RIA Intel›Advisers›Alabama›KAIROS ASSET ADVISORY, LLC

KAIROS ASSET ADVISORY, LLC

Advisory

MOBILE, AL

Data as of Oct 10, 2023 · Source: SEC Form ADV

Average account

$351K

across 53 accounts

Source: SEC Form ADV. Figures as filed Oct 10, 2023.

Total AUM

$19M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$19M

Discretionary AUM$13M

Non-Discretionary AUM$5M

Discretionary %71.2%

Total Clients23

Team

Total Employees1

Investment Advisers0

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAL, LA

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

23 clients

9 high-net-worth

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

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Advisers of similar size in AL

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

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MEDORA VALUE EQUITY, LLC

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GRANT, JOHN SHELBURN

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