K
$28.3M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
274 ADV. Clients
14 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- American Funds
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-01-2012
- Office Locations
- 1
Office Locations
234a NW Broad Street Southern Pines NC
About Kiaros Advisors, LLC
Kiaros Advisors, LLC is a Southern Pines-based RIA. The firm has been operating for 14 years. Managing $28.3M in total assets under management, with 1 advisory representatives. They custody assets with American Funds.
Team overview
-- AVG AGE
$28.3M AVG AUM / ADVISOR
$103.1K AVG AUM / CLIENT
12 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
DAVID PAUL BROCK
Managing Member, Managing Partner
- CRD
- #1296264
- Ownership
- 50% but less than 75%
Available
Available
Available
P
PETER THOMAS KISVER
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #2726187
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $28,258,002 | -- |
| Total | $28,258,002 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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