About
Built by an RIA. Built for RIAs.
KAILIX ADVISORS LLC is an SEC-registered investment adviser that also operates as a specialized financial lead generation agency. We serve advisory firms because we are one — and we hold our marketing to the same standard as our own.
Why we exist
We know your compliance bar because we live under it.
Most lead generation vendors have never answered to a securities regulator. We have. KAILIX ADVISORS LLC is an investment adviser registered with the SEC (File No. 801-126825, CRD No. 311094) — so every campaign we run is designed by people who sit through their own compliance reviews.
That is why our programs come with the things generic agencies skip: documented consent, balanced copy, instant opt-outs, and examination-ready archives. And because lead generation is our business, we run it with the discipline of a performance agency — first-party operations, real-time delivery, and accountability for outcomes.
To keep the lines clean, our lead generation and marketing operations run as a distinct, non-advisory business line — separate agreements, separate records, separate supervision. Marketing clients do not become advisory clients, and no advisory relationship is ever formed by working with our marketing team.
Every program we run is one we would defend in front of our own regulator — because, in a sense, it is the same regulator.
Company details
Aventura, FL 33180
Operating principles
Three rules we don't bend.
Consent is non-negotiable
No purchased lists, no cold outreach, no exceptions. Every lead starts with a documented opt-in.
First-party means your pipeline
One firm's campaigns never feed another's pipeline. Every audience, consent record, and conversation belongs to a single firm — yours.
If it isn't archived, it didn't happen
Every message, consent record, and report is preserved in examination-ready form.
Work with us
Let's fill your pipeline.
Tell us about your ideal client and your growth goals — we'll map the channels and the compliant path to reach them.