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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Quantum pioneerVital +more
- Established Date
- 03-07-2006
- Office Locations
- 1
Office Locations
About KAI Advisors
KAI Advisors is a Princeton Junction, NJ-based, fee-only fiduciary RIA serving families and small businesses nationwide. The firm provides comprehensive financial planning plus ongoing investment management—selecting, monitoring, and rebalancing portfolios to client goals and risk tolerance—emphasizing low-cost, conflict-free implementation. Public profile data indicates ETF-heavy portfolios and Charles Schwab as custodian.
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Owner & Executives
AJAY KAISTH
Chief Compliance Officer, Investment Advisor, PRINCIPAL
- CRD
- #2538888
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $66,009,810 | -- |
| Non-Discretionary | $0 | -- |
| Total | $66,009,810 | -- |
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Separately Managed Accounts
Total SMA Asset: $66,009,810
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $490,240,821 | 53.6% |
| Public Funds | $290,851,831 | 31.8% |
| Cash | $133,535,746 | 14.6% |
| Total | $914,628,398 | 100.0% |