Kairos Asset Advisory, LLC

Kairos Asset Advisory, LLC (CRD# 153218) is a financial advisory firm headquartered in Mobile, AL. They manage $18,608,057 in 53 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1055 Dauphin Street, Mobile, AL 36604
By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    53
    ACCOUNTS
  • Average Account Value
    $351,095
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, LA

Financial Advisors at Kairos Asset Advisory, LLC
Showing 1 - 1 of 1 top financial advisors.
1
John Cocke, IV, financial advisor Mobile AL
John D. Cocke, IV
CRD#: 3111108
1055 Dauphin Street, Mobile, AL 36604
John Cocke (CRD# 3111108) is an Investment Advisor Representative working at Kairos Asset Advisory, LLC in Mobile, AL and has over 15 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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