DELOS CAPITAL ADVISORS
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 300734
- Registered since
- October 2, 2020
- Website
- www.delosca.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees
- Client types
- HNWI86.82%
- Corporations / Businesses7.61%
- Individuals5.57%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Delos Capital Advisors is a privately held limited liability company operating as an independent registered investment adviser since 2020. The firm acts as a capital allocator for both individual/family and institutional clients, offering a mix of portfolio management, financial planning, pension consulting support and manager-selection services. Its fee arrangements are flexible — including asset-based fees, hourly billing, subscription arrangements and fixed fees — and it performs discretionary portfolio management as well as advisory work for smaller businesses and select institutional mandates. Delos does not identify as an active ESG investor and is not structured as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities84%
- Private Funds10%
- State & Local Bonds3%
- Public Funds/Mutual Funds2%
- US Government Bonds1%
Owners & executives
3 of 3CODY LUMMUS
CEO & Founding PartnerCRD 5565377
KENNETH CANON
Chief Executive OfficerCRD 1777291
WESLEY MCDOWELL
General Counsel & Chief Compliance OfficerCRD 7334950
Contacts
3 of 5Etai Groff
Wealth StrategistCRD 7243834
Thomas Keeling
Senior AssociateCRD 6842342
Andrew Smith
Founding PartnerCRD 6571553
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 150Active vs passive
$192M in ETFs
93%
$177M
7%
$14.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG 3-12 MONTH T-BILL ETF (BILS) | State Street | Passive | Ultrashort Bond | $12.6M | 126,275 | 6.55% |
Location
DALLAS, TX
DALLAS
Location
DALLAS, TX
Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DALLAS
- Address
- 1845 Woodall Rodgers Fwy
- Time zone
- CT (UTC-6)
- Office locations
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