$18.6M Total AUM
$13.3M Disc. AUM
-- 3Y CAGR
1 Employees
23 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-01-2010
- Office Locations
- 1
Office Locations
1055 Dauphin Street Mobile AL
About Kairos Asset Advisory, LLC
Kairos Asset Advisory, LLC is a Mobile-based RIA. The firm has been operating for 16 years. Managing $18.6M in total assets under management, They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
-- AVG AUM / ADVISOR
$809.0K AVG AUM / CLIENT
16.2 yrs AVG TENURE
1 Employees
0 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JOHN DILLARD COCKE IV
MANAGING DIRECTOR
- CRD
- #3111108
- Ownership
- 75% or more
Available
Available
Available
A
ANGELA B. COCKE
Owner, Principal
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,250,284 | -- |
| Non-Discretionary | $5,357,773 | -- |
| Total | $18,608,057 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Cash:
Available Equity - Exchange:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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