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Delos Capital Advisors

Delos Capital Advisors. CRD 300734

Delos Capital Advisors logo

CRD: 300734

Delos Capital Advisors

$185.6M Total AUM
$185.6M Disc. AUM
11.1% 3Y CAGR
8 Employees
95 ADV. Clients
7 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Available
Established Date
03-22-2019
Office Locations
3

Office Locations

1517 Centre PL DR Denton TX
1845 Woodall Rodgers FWY Suite 1000 Dallas TX
401 East Taylor Street Sherman TX

About Delos Capital Advisors

Delos Capital Advisors is a privately owned Dallas-based RIA serving modern affluent individuals and families with goals-based wealth management, risk planning, and data-driven asset management. Portfolios are implemented largely with ETFs alongside broader asset-allocation and fixed income exposures. The firm custodies with Charles Schwab and was ranked among Daily Finance’s “Top 48 Best Wealth Management Companies” (2021).

Team overview

35 AVG AGE
$30.9M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
1.6 yrs AVG TENURE
8 Employees
6 Advisory Reps
6 RIA Reps
7yrs Firm Age

Insights

Available
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Asset Classes

Available

Client Personas

Available

Custodian

Available

Investment Themes

Available

Investment Vehicles

Available

Platform

Available

Services

Available

Technology

Available

Owner & Executives

K

KENNETH SCOTT CANON

Chief Executive Officer, President

CRD
--
Ownership
Less than 5%
Available
Available
Available
CODY LEE LUMMUS

CODY LEE LUMMUS

Chief Executive Officer

CRD
#5565377
Ownership
Less than 5%
Available
Available
Available

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Contacts

E

Etai A Groff

Wealth Strategist

CRD
#7243834
Available
Available
Available
Thomas P Keeling

Thomas P Keeling

Director of Financial Planning

CRD
#6842342
Available
Available
Available

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
08-04-2022
03-30-2023
03-08-2024
08-01-2025
03-30-2026
Category Assets AVG. Account size
Discretionary $185,578,593 $485,808
Non-Discretionary $0 --
Total $185,578,593 $485,808

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - Exchange:
Available
Private Funds:
Available
Municipal Bonds:
Available
Public Funds:
Available
U.S. Government/Agency:
Available
Asset class Assets Assets %
Equity - Exchange Available Available
Private Funds Available Available
Municipal Bonds Available Available
Public Funds Available Available
U.S. Government/Agency Available Available
Total Available Available

13F Holdings | Q1 2026

Issuer Class CUSIP Ticker % Value
Available Available Available Available Available Available
Available Available Available Available Available Available
Available Available Available Available Available Available
Available Available Available Available Available Available
Available Available Available Available Available Available

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