Kanos Capital Management, LLC

Kanos Capital Management provides discretionary and non‑discretionary portfolio management and investment advice to individuals (including high‑net‑worth clients), trusts, estates, retirement accounts and corporations. The firm advises on equities, options, debt instruments and a broad range of other securities, and may provide separate consulting services on request.

The firm describes a value‑oriented investment approach that combines top‑down sector and macro analysis with bottom‑up fundamental stock selection, emphasizing current yield through dividends and valuation metrics; technical analysis is also used to help time entries and exits. Kanos manages customized Value and Tactical portfolios and states that accounts are constructed to reflect each client’s goals, restrictions and risk profile, with discretionary authority used for most client accounts.

The brochure reflects an unusually small advisory team structure relative to its reported assets under management, noting a single listed investment professional who conducts regular account reviews while managing roughly $133 million across a limited number of client relationships. The firm also highlights operational features that set it apart from many peers: it operates as a fee‑only adviser, does not participate in soft‑dollar research or vote client proxies, directs readers to public third‑party records (IAPD/CRD) for verification, and maintains a stated $500,000 account minimum.