$107.5M Total AUM
$86.2M Disc. AUM
-- 3Y CAGR
2 Employees
107 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Merrill Lynch · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Frontier legacyFoundation +more
- Established Date
- 01-12-2023
- Office Locations
- 2
Office Locations
1332 Teasley LN Suite 229 Denton TX
-- Kapolei HI
About Kipos Wealth
Kipos Wealth is a Denton, TX-based advisory serving individuals, families, and business owners with financial planning, consulting, and asset management. The team works in person across the Dallas-Fort Worth area and supports clients remotely nationwide. Portfolios commonly use ETFs and public funds, with planning and progress tracking delivered through technology such as RightCapital.
Team overview
-- AVG AGE
$53.7M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
3yrs Firm Age
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Asset Classes
Matrix wave Horizon Glacier matrix Value Zenith Prime ember Beacon
Client Personas
Vector vertex
Custodian
Ember foundation Harbor focus Vital
Investment Themes
Focus pioneer Eagle beacon Vital
Investment Vehicles
Summit Foundation north
Platform
Delta
Services
Oak Glacier horizon Eagle focus North North eagle Peak focus Matrix Zenith Summit
Technology
Crest Meridian Quantum
Owner & Executives
ALEXANDER JAMES BISCHOFF
Chief Compliance Officer, Managing Member
- CRD
- #6696954
- Ownership
- 75% or more
(701) 893-4773
crest.ember@capitalcapital.com
in linkedin.com/in/alpha-eagle
Showing 1 of 1 owners & executives
Unlock allContacts
NATHAN WILLIAM GRAVES
Wealth Advisor
- CRD
- #6511790
(663) 757-6715
bridge.unison@wavecapital.com
in linkedin.com/in/oak-summit
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $86,160,377 | $171,534 |
| Non-Discretionary | $21,314,230 | -- |
| Total | $107,474,607 | $171,534 |
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Separately Managed Accounts
Total SMA Asset: $107,474,607
Public Funds:
11.2% Equity - Exchange:
19.7% Cash:
25.0% Private Funds:
17.5% Equity - OTC:
26.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $741,087,185 | 11.2% |
| Equity - Exchange | $1,303,519,424 | 19.7% |
| Cash | $1,654,212,467 | 25.0% |
| Private Funds | $1,157,948,727 | 17.5% |
| Equity - OTC | $1,760,082,063 | 26.6% |
| Total | $6,616,849,866 | 100.0% |