$133.2M Total AUM
$133.2M Disc. AUM
-- 3Y CAGR
3 Employees
37 ADV. Clients
23 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-01-2003
- Office Locations
- 1
Office Locations
1217 S. Shepherd Dr. Suite 200 Houston TX
About Kanos Capital Management, LLC
Kanos Capital Management is a Houston-based RIA providing long-term, customized wealth management and portfolio construction built on fundamental and macro research (sectors, global economies, central banks) rather than purely algorithmic signals. Strategies are implemented primarily with ETFs, serving both retail and institutional clients; custody relationships include Schwab and Fidelity.
Team overview
60 AVG AGE
$133.2M AVG AUM / ADVISOR
$3.6M AVG AUM / CLIENT
22.9 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
KIRBY SHANKS
Chief Compliance Officer, President
- CRD
- #4705513
- Ownership
- 50% but less than 75%
Available
Available
Available
STEPHANIE SHANKS
Vice President
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $133,205,240 | $1,148,321 |
| Non-Discretionary | $0 | -- |
| Total | $133,205,240 | $1,148,321 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Private Funds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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