KAI ADVISORS

KAI ADVISORS is an SEC-registered investment adviser (CRD 137833). Regulatory assets under management: $66.0M.

Registration

• CRD: 137833
• Type: Registered investment adviser
• Phone: 609-514-1122
• Latest filing: 2026-02-20
• Regulatory AUM: $66.0M
• Discretionary AUM: $66.0M
• Clients: 1
• Accounts: 310

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 137833 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search