XANTOS LABS, LLC

Overview

Xantos Labs, LLC is a small, equity-focused registered investment adviser that manages discretionary portfolios for both individuals/families and business or institutional clients. The firm runs portfolios that emphasize exchange-traded equities and ETFs, and its reported preference is equities rather than fixed income or cash-heavy allocations. Fee arrangements combine percentage-of-AUM billing with fixed-fee engagements, which supports both standard wealth management relationships and project-based or advisory mandates. The firm’s advisory scope is concentrated on portfolio management for individuals and small businesses as well as for businesses or institutions. Xantos Labs does not present itself as an ESG-focused allocator, and it is not listed as a multi-state adviser on its registration summary despite maintaining offices in multiple states.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices