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 an independent registered investment adviser organized as an LLC and registered with the SEC in 2026. The firm is owned by an individual and provides fee-based portfolio management charged as a percentage of assets under management. Its client base includes both individual and family clients as well as institutional relationships, with an explicit advisory focus on portfolio management for individuals and small businesses. The firm does not identify itself as an active ESG investor, is not set up as a multi-state adviser, and does not describe pension consulting or related-adviser activities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

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

    Kirby Shanks

    President and Chief Investment OfficerCRD 4705513

Contacts

1 of 1
  • Stephanie Shanks

    Stephanie Shanks

    Vice PresidentCRD 4711082

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth