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Peter Thomas Kisver

Kiaros Advisors, LLC

Southern Pines, NC

CRD 2726187

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Employer firm

Kiaros Advisors, LLC CRD 159955

$28.3M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Kiaros Advisors, Llc

234A Nw Broad Street, Southern Pines, NC 28387 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-10-22
VA RA APPROVED 2023-09-20
NC RA APPROVED 2017-02-07
  • FL RA
    APPROVED
    Since 2025-10-22
  • VA RA
    APPROVED
    Since 2023-09-20
  • NC RA
    APPROVED
    Since 2017-02-07

Branch Locations

234A Nw Broad Street, Southern Pines, NC 28387 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Efficient Advisors, Llc Philadelphia PA 07/2010 12/2016
Fiduciary Advisors, Llc Philadelphia PA 03/2011 12/2016
Kiaros Advisors Llc Southern Pines NC 01/2017 Present
Peter Kisver, Sole Proprietor Pinehurst NC 01/2017 Present
Horter Investment Management Cincinnati OH 03/2017 12/2018
Peter Kisver, Sole Proprietor Pinehurst NC 08/2017 Present
Horter Investment Management, Llc Cincinnati OH 01/2021 12/2024
  • 07/2010 → 12/2016
    Efficient Advisors, Llc
    Philadelphia, PA
  • 03/2011 → 12/2016
    Philadelphia, PA
  • 01/2017 → Present
    Southern Pines, NC
  • 01/2017 → Present
    Peter Kisver, Sole Proprietor
    Pinehurst, NC
  • 03/2017 → 12/2018
    Horter Investment Management
    Cincinnati, OH
  • 08/2017 → Present
    Peter Kisver, Sole Proprietor
    Pinehurst, NC
  • 01/2021 → 12/2024
    Cincinnati, OH
Previous Registrations
  • 2021-01-26 → 2025-04-14
    Southern Pines, NC
  • 2017-03-09 → 2019-01-02
    Pinehurst, NC
  • 2012-02-02 → 2017-01-11
    Philadelphia, PA
    Cottonwood Heights, UT
    Pinehurst, NC
  • 2010-07-09 → 2017-01-11
    Mason, OH
  • 2010-03-27 → 2010-06-30
    Lambert Advisors
    Philadelphia, PA
    Radnor, PA
    Haverford, PA
  • 2009-05-15 → 2009-08-14
    Investors Capital Corp.
    Horsham, PA
    Greenville, SC
  • 2008-05-30 → 2009-05-15
    Cincinnati Analysts, Inc.
    Horsham, PA
  • 2004-05-10 → 2006-07-17
    Cherry Hill, NJ
    Cherry Hill, NJ
    Cherry Hill, NJ
    Delran, NJ
Other Businesses

Peter Kisver, Sole Proprietor; Investment Related; Insurance Sales; Insurance Agent; Started 01/2017. Peter Kisver, Sole Proprietor; Investment Related; Consultant; Pinehurst, NC; Started 08/2017.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-09-25
S63 Uniform Securities Agent State Law Examination 1996-12-31
  • S65 Uniform Investment Adviser Law Examination
    2007-09-25
  • S63 Uniform Securities Agent State Law Examination
    1996-12-31

View on SEC IAPD

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