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 an independent, SEC‑registered registered investment adviser organized as an LLC and operating since 2020. The firm serves both individual/family and institutional clients and functions as a capital allocator, selecting and allocating to third‑party managers in addition to managing portfolios directly. Core advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and selection of other advisers. Fee arrangements are flexible and include asset‑based fees, hourly billing, subscription and fixed fees. The firm reports affiliations and relationships across banking, trust, insurance and commodity/CTA channels, and does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 3
Cody Lummus
CEO & Founding PartnerCRD 5565377
Kenneth Canon
Chief Executive OfficerCRD 1777291
Wesley Mcdowell
General Counsel & Chief Compliance OfficerCRD 7334950
Contacts
3 of 5
Etai 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 182Active vs passive
$215M in ETFs
92%
$197M
7%
$17.9M
| 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 | 127,056 | 5.87% |
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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