KALOS CAPITAL, INC.
ALPHARETTA, GA

KALOS CAPITAL, INC., ALPHARETTA

Daniel and Carol Wildermuth co-founded Kalos in 1997. Today, Kalos Financial provides B/D and Investment Advisory Services to seasoned, independent, cross-licensed representatives and advisors specializing in the retirement market. Kalos enjoys an outstanding reputation with financial professionals for helping them provide their clients the best services available. In all areas, we have strived to build and organize the company in the way that best facilitates identifying and providing the absolute best services and products available to our clients. The company was created with tremendous flexibility to work with a broad range of services, products and companies to provide exceptional service. In forming the firm, Daniel and Carol brought with them tremendous experience and knowledge about how advisors can best serve the needs of sophisticated individual investors. The Kalos team provides outstanding investment and financial product expertise, financial risk assessment, money management skills, operational excellence, customer service distinction and know-how in money movement and securities trading. We help advisors focus on investments and strategies that limit volatility such as value oriented stocks, traded and non-traded REITs, index annuities, and other vehicles as appropriate. Our strategies help advisors generate income or make assets available for their clients when needed without having to sell assets at a discount. Targeted and successful withdrawal and harvesting strategies are keys for optimum portfolio performance if using the portfolio for income. We help advisors focus on their client's bottom line, and employ numerous sophisticated strategies to minimize taxes including use of dividend income, limited trading, traded and non-traded REITs, annuities as appropriate, coordinated IRA withdrawal techniques, and other tax advantaged investments. Today’s high net-worth investors possess a much greater financial literacy than previous generations. With this level of sophistication, investors seek products and strategies that can potentially offer greater degrees of flexibility, intelligent diversification, tax efficiency and more control over their invested assets – and that’s what investors find when working with Kalos advisors. Our firm was founded on the principles reflected in the meaning of our name – that which is intrinsically fair, right and honorable. Our commitment to serve your advisor with integrity and provide products and strategies to meet the needs of our advisors’ clients, is our focus each and every day. Daniel Wildermuth and Carol Wildermuth, co-founders of Kalos Financial, opened their doors to advisors in 2004. Daniel and Carol have decades of experience in the financial services industry, including experience advising clients. This provides them with a unique understanding and perspective because they have first-hand knowledge of what it takes to manage a successful practice. Since its inception, Kalos has focused on providing sophisticated solutions with practices and products most commonly utilized by Ivy League endowments. Kalos’ CEO Daniel Wildermuth, is credited with developing the Endowment Investment Model for individual investors. Once considered “out of reach” for investors with less than $5 million in investable assets, Daniel’s Endowment Investment Model taps into alternative asset classes to offer measurable added value to investor portfolios. This strategy helps to control risk and position portfolios for growth; which can help generate greater income potential throughout retirement. Industry-Leading Product Due Diligence Strong product due diligence is required in order for Kalos to offer innovative, complex or alternative investment programs. Our Due Diligence Department is one of the best in the industry – thorough, thoughtful and adept at avoiding investment programs that fail. Our due diligence team has more than 50 combined years of experience and its members are actively involved in leading industry organizations; including holding Board positions. In addition, we work with attorneys and third-party due diligence firms that have expertise with alternative investments to help us identify strengths and potential weaknesses so we feel confident in the alternative programs we offer. Kalos is proud to work with an elite group of advisors. Advisors that join Kalos offer their clients a higher level of service, require access to diverse program offerings and expect state-of-the-art technology. Our job is to ensure they have access to all of that and more. The programs available on the Kalos platform are diverse and, because we are an independent firm, there are no proprietary products to sell or investment quotas for our advisors to meet. They are free to choose the investments that meet the unique needs and investing goals of each client. Our understanding and emphasis of the endowment model affects our entire firm culture from training programs to conferences to compliance to operations. We provide a comprehensive platform of alternative investments including non-traded REITs, managed futures, timber, oil and gas, equipment leasing, private equity and venture capital. .  Investment advisory services offered through Kalos Management, Inc., an SEC Registered Investment Adviser.  Kalos Financial, Inc. is licensed as an insurance agency.  These members of the Kalos Family of Companies are separate affiliated firms that share common ownership and are represented by the Kalos Financial service mark. Located at 11525 Park Woods Circle, Alpharetta GA, 30005, Telephone 678-356-1100 .  Investment advisory services offered through Kalos Management, Inc., an SEC Registered Investment Adviser.  Kalos Financial, Inc. is licensed as an insurance agency.  These members of the Kalos Family of Companies are separate affiliated firms that share common ownership and are represented by the Kalos Financial service mark. Located at 11525 Park Woods Circle, Alpharetta GA, 30005, Telephone 678-356-1100

KEY FACTS ABOUT KALOS CAPITAL, INC.

Company name
KALOS CAPITAL, INC.
Status
Active
Filed Number
F06000004382
FEI Number
582347396
Date of Incorporation
June 26, 2006
Age - 14 years
Home State
GA
Company Type
Foreign for Profit

CONTACTS

Website
http://kaloscapital.com
Phones
(678) 356-1100
(678) 356-1105
(866) 525-6726

KALOS CAPITAL, INC. NEAR ME

Principal Address
11525 Park Woods Circle,
ALPHARETTA,
GA,
30005,
US

See Also

Officers and Directors

The KALOS CAPITAL, INC. managed by the two persons from ALPHARETTA on following positions: CEO,, President

Daniel L Wildermuth

Position
CEO, Active
From
ALPHARETTA, GA, 30005

Carol J Wildermuth

Position
President Active
From
ALPHARETTA, GA, 30005

Registered Agent is NRAI SERVICES, INC

Address
1200 South Pine Island Road, Plantation, FL, 33324

Annual Reports

2018
January 4, 2018
2017
January 18, 2017