KANOS CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2026
Total AUM
$133M
Discretionary
$133M
100% of AUM
Avg account
$1.1M
Accounts
116
Employees
3
Advisory reps
2

Firm details

Headquarters
HOUSTON, Texas
CRD number
128395
Registered since
May 11, 2026
Custodians
CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM
Client types
  • HNWI91.39%
  • Individuals7.22%
  • Corporations / Businesses1.38%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Kanos Capital Management, LLC is a small, fee-based advisory firm that focuses on discretionary portfolio management for individuals and small businesses while also serving institutional clients. The firm charges a percentage of assets under management and reports a preference for equity investments over other asset types. It does not market itself as an ESG investor and is not registered as a multi-state adviser. Advisory activity centers on managing invested portfolios rather than broader consulting or pension services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 93%, Cash & Cash Equivalents 4%, US Government Bonds 2%, State & Local Bonds 1%, Private Funds 1%93%
  • Exchange Traded Equities93%
  • Cash & Cash Equivalents4%
  • US Government Bonds2%
  • State & Local Bonds1%
  • Private Funds1%

Owners & executives

1 of 1
  • KIRBY SHANKS

    President and Chief Investment OfficerCRD 4705513

Contacts

1 of 1
  • STEPHANIE SHANKS

    Vice PresidentCRD 4711082

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

HOUSTON, TX

HARRIS

Location

HOUSTON, TX

Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
HARRIS
Address
1217 S Shepherd Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth