Kairos RIA, LLC
Provides investment management and financial planning under written advisory engagements. Kairos is accountable for the advice it provides.
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Firm, Custody & Regulatory Information
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Firm and custody
Advice and custody
Kairos advises. Schwab holds client assets.
Charles Schwab & Co., Inc.
Holds assets for standard managed accounts and provides account statements, trade execution, technology, and account infrastructure.
Kairos and Schwab are separate and unaffiliated. Kairos does not directly hold client cash or securities, and Schwab does not supervise or endorse Kairos. Additional custody information appears in Kairos’s Form ADV.
Regulatory information
Current records over hard-coded claims.
Kairos RIA, LLC is a state-registered investment adviser. Registration does not imply a particular level of skill or training. Advisory services are offered only where Kairos and its representatives are properly registered or qualify for an exemption or exclusion from registration.
The official public record controls current registration status, jurisdictions, disclosures, and associated individuals.
View the official IAPD firm summary (opens in a new tab)- Legal name
- Kairos RIA, LLC
- CRD number
- 341881
- Principal office
- 219 N. Boylan Avenue
Raleigh, NC 27603 - Compensation
- Asset-based investment-management and financial-planning fees
- Current jurisdictions and IAR roster
- Confirm through the official IAPD record and current Form ADV
- Custodian for standard managed accounts
- Charles Schwab & Co., Inc.
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Website notices and privacy
General website disclosureRead notice
Scope of this website
Kairos RIA, LLC is a state-registered investment adviser. Registration does not imply a particular level of skill or training. Advisory services are offered only where Kairos and its representatives are properly registered or qualify for an exemption or exclusion from registration.
This website provides general information about Kairos and its advisory services. It is not individualized investment, tax, legal, insurance, or accounting advice, and it does not create an advisory relationship. Services and fees are governed by the applicable written advisory agreement and current Form ADV.
Investing involves risk, including possible loss of principal. No statement on this website guarantees investment results. Current registration and disclosure information is available through the official IAPD firm summary (opens in a new tab).
Kairos privacy noticeRead notice
Kairos limits access to nonpublic personal information and uses it only for authorized advisory, operational, security, professional-review, or legal purposes. Access and disclosure are governed by applicable law and the firm’s privacy notice.
Privacy inquiries may be directed to Larie@KairosRIA.com without including sensitive information.