# Kairos Asset Advisory, LLC

> Kairos Asset Advisory, LLC is a state-registered investment advisory firm in Mobile, AL, registered since 2010, reporting under $25 million in regulatory assets under management in its Form ADV filing dated October 10, 2023.

- CRD: 153218
- Filed as: KAIROS ASSET ADVISORY, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Mobile, AL
- Filing period: October 2026
- Form ADV filing dated: October 10, 2023
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/153218
- AdvisorCensus page: https://advisorcensus.com/firm/kairos-asset-advisory-llc-mobile-al-153218

## Quick answers

**How is Kairos Asset Advisory, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Kairos Asset Advisory, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Kairos Asset Advisory, LLC located?**
Kairos Asset Advisory, LLC's principal office is in Mobile, AL, according to its Form ADV.

**Is Kairos Asset Advisory, LLC registered with the SEC or a state?**
Kairos Asset Advisory, LLC is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 153218.

**How much does Kairos Asset Advisory, LLC manage?**
Kairos Asset Advisory, LLC reports $18,608,057 in regulatory assets under management in its Form ADV filing dated October 10, 2023 (71% discretionary).

**What types of clients does Kairos Asset Advisory, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (14); high net worth individuals (9).

**Does Kairos Asset Advisory, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/153218

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $18,608,057
- Discretionary: $13,250,284
- Non-discretionary: $5,357,773

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 14 | $2,215,759 |
| High net worth individuals | 9 | $16,392,298 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2010 (16 years)
- Employees: 1 total, 0 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, LA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kairos Asset Advisory, LLC (CRD 153218): Form ADV filing data as of October 2026.