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Delos Capital Advisors

Updated today

Client assets under management

$171,459,485

Clients

92

64% high-net-worth

Advisors

6

of 8 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

15

Very Low

Average account size

$1,863,690

About

Delos Capital Advisors serves individual clients (both non‑high‑net‑worth and high‑net‑worth), pension and profit‑sharing plans, and charitable organizations, managing roughly $185.6 million for about 92 client relationships through a six‑person advisory team. The firm provides discretionary portfolio management, financial planning, pension consulting, and recommends or oversees third‑party money managers.

Delos typically manages accounts on a discretionary basis, relying on model portfolios, sub‑advisers, and a mix of technical, fundamental, and cyclical analysis to construct long‑ and short‑term positions across equities, fixed income, ETFs, derivatives, real estate, and private placements. The firm also offers a paid Institutional Research subscription that provides macroeconomic commentary and actionable asset‑allocation guidance for wealth advisors, institutional investors, and family offices.

Distinctive features disclosed in the brochure include multiple corporate affiliations and related‑party arrangements: Delos is affiliated with several SEC‑registered advisers (including Wisdom Fixed Income Management, Ranger Alternative Management, and Meros Investment Management) and is ultimately partially owned by First United Bank and Trust Company through SLW Financial, which provides back‑office support. The firm discloses potential conflicts from these relationships—such as inclusion of an affiliate‑managed ETF in client portfolios and insurance‑licensed staff earning commissions—and describes evaluation, disclosure and monitoring practices it uses to address those conflicts.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Wealth management Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k)

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Fee options

Percentage

$0 - $999,999: Minimum fee $10,000 annually $1,000,001 - $10,000,000: 1.00% annually $10,000,001+: 0.75% annually

Commissions

Commissions earned from insurance product sales by licensed insurance agents associated with the firm, separate from advisory fees

Project-based

Financial planning charged at $350/hour, negotiable

Subscriptions

Subscription service for Institutional Research notes providing global investment strategy and asset allocation decisions

Other

Account minimum: $1,000,000 Minimum fee: $10,000 annually billed monthly ($833.33 per month) for accounts under $1,000,000 Fee-only: Financial planning services charged at $350/hour, fees negotiable and may be waived or lowered at discretion

Main office location

Delos Capital Advisors

1845 Woodall Rodgers Fwy, Suite 1000

Dallas TX 75201, United States

Number of offices

3

Most active in

California · Louisiana · Oklahoma · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

Cinthia S

Series 66

Dallas, TX

Delos Capital Advisors

Cinthia Saenz is a Financial Advisor with Merrill Lynch Wealth Management. She focuses on guiding families and entrepreneurs through significant financial milestones, including employment transitions, retirement, and business growth or divestiture. Saenz and her team develop personalized wealth management strategies aimed at fostering growth and financial security, while emphasizing high-level client service to achieve client satisfaction. Her areas of client expertise include family wealth management, retirement income planning, portfolio management, tax minimization, and services tailored for endowments, foundations, non-profits, and small businesses. Fluent in both Spanish and English, Saenz holds a Bachelor's Degree from New Mexico State University and carries the Personal Investment Advisor (PIA) designation. As a naturalized immigrant and mother of two, she values being present and prepared during life’s changes, striving to provide clients with confidence and trustworthy guidance. Outside of her professional role, Saenz enjoys running, traveling, biking, dancing, hiking, music, pickleball, reading, spending time with family, and watching movies.

Wealth management Retirement income strategy Business exit / sale strategy Business ownership considerations Founder/Business Owner Immigrants Women Professionals
user avatar

Etai G

Series 65

Dallas, TX

Delos Capital Advisors

Etai Groff is a financial advisor at Delos Capital Advisors in Dallas, TX, holding a Series 65 designation with two years of industry experience. His prior roles include positions at Waldron Private Wealth, Northwestern Mutual, and Mercedes Advisors LLC. Delos Capital Advisors provides discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm also offers an Institutional Research subscription delivering macroeconomic commentary and global asset-allocation recommendations to professional subscribers.

Wealth management Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k)
user avatar

Cody L

Series 66

Dallas, TX

Delos Capital Advisors

Cody Lummus is a financial advisor at Delos Capital Advisors in Dallas, TX, with 17 years of industry experience. He holds a Series 66 designation and previously worked at Lear Investment Management and Wells Fargo Advisors. Lummus serves as co-trustee for a family trust and is an independent licensed insurance agent. Delos Capital Advisors provides discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm also offers an Institutional Research subscription delivering macroeconomic commentary and asset-allocation recommendations to professional subscribers, combining external research products with its advisory services.

Wealth management Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k)
user avatar

Thomas K

Series 66

Dallas, TX

Delos Capital Advisors

Thomas Keeling is a financial advisor at Delos Capital Advisors in Dallas, TX, with eight years of industry experience. He holds a Series 66 designation and has previously worked at Robert Baird & Co., Stryker Orthopaedics, and Appalachian Mineral Partners. Keeling is also an independent licensed insurance agent specializing in life, accident, health, and HMO lines. Delos Capital Advisors provides discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm offers an Institutional Research subscription delivering macroeconomic commentary and asset-allocation recommendations to professional subscribers, combining external research with advisory services and affiliations with other registered advisers and banking partners.

Wealth management Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k)
user avatar

Andrew S

Series 65

Dallas, TX

Delos Capital Advisors

Andrew Smith is a financial advisor at Delos Capital Advisors in Dallas, TX, holding a Series 65 license with nine years of industry experience. His prior roles include positions at Lear Investment Management and BOK Financial Securities. Delos Capital Advisors provides discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm also offers an Institutional Research subscription delivering macroeconomic commentary and global asset-allocation recommendations to professional subscribers.

Wealth management Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k)
user avatar

Armando V

Series 66

Dallas, TX

Delos Capital Advisors

Armando Vega is a financial advisor at Delos Capital Advisors with nine years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley, Fisher Investments, and Bank of America. Outside of finance, he is a partner in Desert Oasis AC Services, LLC, a business specializing in air conditioning service, installation, and repair. Delos Capital Advisors provides discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm also offers an Institutional Research subscription delivering macroeconomic commentary and global asset-allocation recommendations to professional subscribers.

Wealth management Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k)
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