Kiddos Capital LLC provides investment management and financial planning services primarily designed for parents saving for children's education and building long-term wealth. Operating as a registered investment advisor founded in 2025 and led by Jon DeVries, Kiddos Capital builds custom portfolios using individual stocks, bonds, mutual funds, exchange-traded funds, and direct indexing strategies. The firm acts as a community where members can access investment advice, college savings strategies, and specialized assistance with student loan auctions and refinancing. Kiddos Capital also offers ongoing financial planning covering cash flow, debt management, employee benefits, insurance analysis, and risk management.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fees are negotiable.