Kaio Asset Management, LLC

Kaio Asset Management, LLC (CRD# 161914) is a financial advisory firm headquartered in Memphis, TN. They manage $17,618,224 in 37 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    37
    ACCOUNTS
  • Average Account Value
    $476,168
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MS, TN

Financial Advisors at Kaio Asset Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
David R. Dunavant
CRD#: 1084909
5865 Ridgeway Center Parkway, Suite 300, Memphis, TN 38120
83
Wealthminder
score

David Dunavant (CRD# 1084909) is an Investment Advisor Representative working at Kaio Asset Management, LLC in Memphis, TN and has over 33 years of experience in the finance industry.

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