KALOS MANAGEMENT, INC.
Legal name: KALOS MANAGEMENT
CRD #133025 SEC #801-65182 PONTE VEDRA BEACH, FL 770-407-5401
SEC Registered
Total AUM
$128.6M
Discretionary
$128.6M
Employees
5
Clients
1
Accounts
1,174
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $128.6M | $128.6M | $0 | 5 | 0 |
| Nov 2022 | $297M | $226.8M | $70.2M | 80 | 0 |
| Oct 2022 | $297M | $226.8M | $70.2M | 80 | 0 |
| Sep 2022 | $297M | $226.8M | $70.2M | 80 | 0 |
| Mar 2022 | $297M | $226.8M | $70.2M | 80 | 0 |
| Mar 2021 | $301.8M | $230.4M | $71.3M | 88 | 0 |
| Mar 2021 | $301.8M | $230.4M | $71.3M | 88 | 0 |
| May 2020 | $262.4M | $200.4M | $62M | 93 | 0 |
| Mar 2020 | $262.4M | $200.4M | $62M | 93 | 0 |
| Feb 2020 | $258M | $161.2M | $96.7M | 115 | 0 |
| Feb 2020 | $258M | $161.2M | $96.7M | 115 | 0 |
| Mar 2019 | $258M | $161.2M | $96.7M | 115 | 0 |
| Sep 2018 | $260.7M | $176.9M | $83.8M | 115 | 0 |
| Mar 2018 | $260.7M | $176.9M | $83.8M | 115 | 0 |
| Mar 2017 | $194.9M | $109.5M | $85.3M | 91 | 1,900 |
| Aug 2016 | $357.8M | $281.5M | $76.3M | 82 | 2,500 |
| Aug 2016 | $357.8M | $281.5M | $76.3M | 82 | 2,500 |
| Aug 2016 | $357.8M | $281.5M | $76.3M | 82 | 2,500 |
| Apr 2016 | $288.3M | $207.8M | $80.5M | 82 | 2,500 |
| Mar 2016 | $288.3M | $207.8M | $80.5M | 82 | 2,500 |
| Sep 2015 | $269.9M | $208.7M | $61.2M | 84 | 2,300 |
| Mar 2015 | $227.2M | $157.5M | $69.7M | 84 | 2,300 |
| Jan 2015 | $227.2M | $157.5M | $69.7M | 84 | 2,300 |
| Mar 2014 | $194.9M | $133.5M | $61.4M | 66 | 1,600 |
| Jan 2014 | $147.2M | $87.7M | $59.5M | 60 | 600 |
| Dec 2013 | $131.1M | $115.8M | $15.2M | 60 | 600 |
| Sep 2013 | $131.1M | $115.8M | $15.2M | 60 | 600 |
| Mar 2013 | $75M | $61.3M | $13.7M | 60 | 600 |
| Feb 2012 | $78.9M | $63.7M | $15.2M | 11 | 700 |
| Dec 2011 | $71.6M | $53M | $18.6M | 11 | 700 |
| Dec 2011 | $71.6M | $53M | $18.6M | 11 | 700 |
| Nov 2011 | $71.6M | $53M | $18.6M | 11 | 700 |
| Jun 2011 | $71.6M | $53M | $18.6M | -- | -- |
| Jun 2011 | $71.6M | $53M | $18.6M | -- | -- |
| Apr 2011 | $71.6M | $53M | $18.6M | -- | -- |
| Mar 2011 | $71.6M | $53M | $18.6M | -- | -- |
| Feb 2010 | $48.5M | $48.5M | $0 | -- | -- |
| Mar 2009 | $51.2M | $51.2M | $0 | -- | -- |
| Feb 2007 | $52.9M | $48M | $4.9M | -- | -- |
| Feb 2006 | $25.3M | $25.3M | $0 | 10 | -- |
| Jan 2006 | $25.3M | $25.3M | $0 | 10 | -- |
| Dec 2005 | $25.3M | $25.3M | $0 | 10 | -- |
DateMar 2023
Total AUM$128.6M
Discretionary$128.6M
Non-Disc.$0
Employees5
Clients0
DateNov 2022
Total AUM$297M
Discretionary$226.8M
Non-Disc.$70.2M
Employees80
Clients0
DateOct 2022
Total AUM$297M
Discretionary$226.8M
Non-Disc.$70.2M
Employees80
Clients0
DateSep 2022
Total AUM$297M
Discretionary$226.8M
Non-Disc.$70.2M
Employees80
Clients0
DateMar 2022
Total AUM$297M
Discretionary$226.8M
Non-Disc.$70.2M
Employees80
Clients0
DateMar 2021
Total AUM$301.8M
Discretionary$230.4M
Non-Disc.$71.3M
Employees88
Clients0
DateMar 2021
Total AUM$301.8M
Discretionary$230.4M
Non-Disc.$71.3M
Employees88
Clients0
DateMay 2020
Total AUM$262.4M
Discretionary$200.4M
Non-Disc.$62M
Employees93
Clients0
DateMar 2020
Total AUM$262.4M
Discretionary$200.4M
Non-Disc.$62M
Employees93
Clients0
DateFeb 2020
Total AUM$258M
Discretionary$161.2M
Non-Disc.$96.7M
Employees115
Clients0
DateFeb 2020
Total AUM$258M
Discretionary$161.2M
Non-Disc.$96.7M
Employees115
Clients0
DateMar 2019
Total AUM$258M
Discretionary$161.2M
Non-Disc.$96.7M
Employees115
Clients0
DateSep 2018
Total AUM$260.7M
Discretionary$176.9M
Non-Disc.$83.8M
Employees115
Clients0
DateMar 2018
Total AUM$260.7M
Discretionary$176.9M
Non-Disc.$83.8M
Employees115
Clients0
DateMar 2017
Total AUM$194.9M
Discretionary$109.5M
Non-Disc.$85.3M
Employees91
Clients1,900
DateAug 2016
Total AUM$357.8M
Discretionary$281.5M
Non-Disc.$76.3M
Employees82
Clients2,500
DateAug 2016
Total AUM$357.8M
Discretionary$281.5M
Non-Disc.$76.3M
Employees82
Clients2,500
DateAug 2016
Total AUM$357.8M
Discretionary$281.5M
Non-Disc.$76.3M
Employees82
Clients2,500
DateApr 2016
Total AUM$288.3M
Discretionary$207.8M
Non-Disc.$80.5M
Employees82
Clients2,500
DateMar 2016
Total AUM$288.3M
Discretionary$207.8M
Non-Disc.$80.5M
Employees82
Clients2,500
DateSep 2015
Total AUM$269.9M
Discretionary$208.7M
Non-Disc.$61.2M
Employees84
Clients2,300
DateMar 2015
Total AUM$227.2M
Discretionary$157.5M
Non-Disc.$69.7M
Employees84
Clients2,300
DateJan 2015
Total AUM$227.2M
Discretionary$157.5M
Non-Disc.$69.7M
Employees84
Clients2,300
DateMar 2014
Total AUM$194.9M
Discretionary$133.5M
Non-Disc.$61.4M
Employees66
Clients1,600
DateJan 2014
Total AUM$147.2M
Discretionary$87.7M
Non-Disc.$59.5M
Employees60
Clients600
DateDec 2013
Total AUM$131.1M
Discretionary$115.8M
Non-Disc.$15.2M
Employees60
Clients600
DateSep 2013
Total AUM$131.1M
Discretionary$115.8M
Non-Disc.$15.2M
Employees60
Clients600
DateMar 2013
Total AUM$75M
Discretionary$61.3M
Non-Disc.$13.7M
Employees60
Clients600
DateFeb 2012
Total AUM$78.9M
Discretionary$63.7M
Non-Disc.$15.2M
Employees11
Clients700
DateDec 2011
Total AUM$71.6M
Discretionary$53M
Non-Disc.$18.6M
Employees11
Clients700
DateDec 2011
Total AUM$71.6M
Discretionary$53M
Non-Disc.$18.6M
Employees11
Clients700
DateNov 2011
Total AUM$71.6M
Discretionary$53M
Non-Disc.$18.6M
Employees11
Clients700
DateJun 2011
Total AUM$71.6M
Discretionary$53M
Non-Disc.$18.6M
Employees--
Clients--
DateJun 2011
Total AUM$71.6M
Discretionary$53M
Non-Disc.$18.6M
Employees--
Clients--
DateApr 2011
Total AUM$71.6M
Discretionary$53M
Non-Disc.$18.6M
Employees--
Clients--
DateMar 2011
Total AUM$71.6M
Discretionary$53M
Non-Disc.$18.6M
Employees--
Clients--
DateFeb 2010
Total AUM$48.5M
Discretionary$48.5M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$51.2M
Discretionary$51.2M
Non-Disc.$0
Employees--
Clients--
DateFeb 2007
Total AUM$52.9M
Discretionary$48M
Non-Disc.$4.9M
Employees--
Clients--
DateFeb 2006
Total AUM$25.3M
Discretionary$25.3M
Non-Disc.$0
Employees10
Clients--
DateJan 2006
Total AUM$25.3M
Discretionary$25.3M
Non-Disc.$0
Employees10
Clients--
DateDec 2005
Total AUM$25.3M
Discretionary$25.3M
Non-Disc.$0
Employees10
Clients--