The Kairos Method, LLC is an internet adviser based in Draper. It manages $472.49 thousand of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of California, Louisiana, Nebraska, and 3 other states.
The Kairos Method provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of The Kairos Method, LLC is $472.49 thousand, all of which is managed in discretionary accounts. The firm's AUM has grown by 89% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay The Kairos Method, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The Kairos Method, LLC is owned by Darin Franklyn Brush. Paul Eric Laforge joined the executive team most recently as the Managing Member, Cco.
The principal office where The Kairos Method, LLC performs its advisory services is located at 547 E. Camden Park Lane, Draper, UT 84020, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 385-275-5577. The normal business hours are by appointment only on Monday - Friday. You can find more information about the New York firm at kairosmethod.com.