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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-01-2020
- Office Locations
- 1
Office Locations
About Kavout Algo Financial LLC
Kavout Algo Financial is a Seattle-based wealth manager and RIA partner blending quantitative research, machine learning and generative AI (InvestGPT/Deep Research Agents) with human advice. For individuals, it runs dynamically allocated, tax-aware portfolios in client-owned brokerage accounts—clients keep custody and control while the firm is authorized only to trade. For advisors/RIAs, it provides OCIO/CTO-style research, automation, and model portfolios/co-branded solutions.
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Accredited Investors
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Investment Themes
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Owner & Executives
Feifei Li
Chief Investment Officer
- CRD
- #7855448
- Ownership
- Less than 5%
Qing Lu
Chief Compliance Officer, Chief Executive Officer, Manager
- CRD
- #6664436
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $1,802,257 | -- |
| Total | $1,802,257 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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