K
$33.0M Total AUM
$33.0M Disc. AUM
-- 3Y CAGR
1 Employees
25 ADV. Clients
20 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-16-2005
- Office Locations
- 1
Office Locations
-- Medford NJ
About Kairos Capital Advisors, LLC
Kairos Capital Advisors is a boutique, owner-led RIA providing financial planning and portfolio management, including tax and estate planning and business succession support for individuals and business owners. Portfolios are built primarily with ETFs, alongside mutual funds and select exposures such as fixed income, real estate, and commodities. Custodies primarily at Charles Schwab.
Team overview
-- AVG AGE
$33.0M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
6.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
J
JAMES JOSEPH JULIANO Jr
Advisor, Owner
- CRD
- #5899651
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $33,000,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
Continue browsing