Xantos Labs, LLC

RIASEC Registered

Total AUM

$6.2M

Discretionary

$6.2M

100% of AUM

Avg account

$61.1K

Accounts

102

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 302005
Registered since: January 15, 2021
Website: xantoslabs.com
Custodians: ALPACA SECURITIES LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: Corporations / Businesses75.27%
Individuals19.62%
HNWI5.11%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Xantos Labs, LLC is a limited liability company that provides portfolio management services to both individual/family clients and institutional or business accounts. The firm is registered with the SEC (registered in 2021) and bills clients via a mix of percentage-of-AUM and fixed fees. Advisory activity centers on discretionary portfolio management for individuals/small businesses and for businesses or institutions. Ownership is held by an individual; the firm does not identify as a capital allocator or an active ESG investor.