Panteles Advisors

RIASEC & State Registered
Total AUM
$108M
Discretionary
$108M
100% of AUM
Avg account
$1M
Accounts
106
Employees
4
Advisory reps
4

Firm details

Headquarters
Argyle, Texas
CRD number
322676
Registered since
May 15, 2026
Website
pantelesadvisors.com
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI99.97%
  • Individuals0.03%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Panteles Advisors is an independent registered investment adviser organized as an LLC that focuses on individual and family clients. The firm is registered with the SEC (registered in 2026) and describes itself as a capital allocator that combines financial planning, portfolio management for individuals and small businesses, and manager selection. Ownership is listed as a mix of a domestic entity and an individual. Its fee model is a combination of percentage-of-AUM and performance-based fees. Panteles does not position itself as an ESG investor and is not a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

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 38%, Non-Exchange Traded Equities 28%, Cash & Cash Equivalents 27%, State & Local Bonds 7%38%
  • Exchange Traded Equities38%
  • Non-Exchange Traded Equities28%
  • Cash & Cash Equivalents27%
  • State & Local Bonds7%

Contacts

3 of 4
  • Collins Knight

    Collins Knight

    Investment Advisor RepresentativeCRD 6967821

  • Aaron Junk

    OwnerCRD 3001168

  • Stephen Shannon

    Stephen Shannon

    PrincipalCRD 3274987

Unlock 1 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Argyle, TX

Denton

Location

Argyle, TX

Headquartered in Argyle, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Denton
Address
415 377
Time zone
CT (UTC-6)
Office locations

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