Panteles Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Panteles Advisors provides discretionary investment management, financial planning, and consulting to individuals (including high‑net‑worth clients), families, trusts, estates, businesses, and charitable organizations. The firm is staffed by four advisory professionals and manages roughly $108 million in assets for a relatively small client base (around 39 relationships).
Investment portfolios are customized using a strategic asset‑allocation framework and a mix of analytical approaches (macroeconomic, fundamental, quantitative, qualitative and technical), with access to equities, fixed income, ETFs, alternatives, private placements, and limited use of options and margin when appropriate. Accounts are monitored and rebalanced on an ongoing basis under discretionary authority, and client‑specific constraints and risk profiles are incorporated into portfolio construction.
Noteworthy distinctions include the firm’s willingness to negotiate performance‑based fee arrangements for eligible Qualified Purchasers — a feature that is uncommon among peers and that the firm discloses and manages as a potential conflict via side‑by‑side management procedures. The firm also discloses extensive indirect affiliations with numerous private real estate and alternative investment entities and notes that advisors maintain outside roles (including analyst, CPA and CFP responsibilities); these relationships are documented and addressed through formal conflict‑of‑interest disclosures.
Client services
Expertise
Occupation focus
Fee options
Up to 1.00% annually, negotiated quarterly in arrears based on market value of assets under management (AUM) and/or assets under advisory (AUA)
Performance-based fee arrangement negotiated for qualified purchasers based on returns exceeding a preferred return or hurdle rate
Fee-only: Negotiated flat fee in lieu of AUM fee for qualified investors
Main office
415 Us 377, Suite 110
Argyle TX 76226
Advisors at this office
4
Most active in
Texas
Also doing business as
Panteles · Panteles Advisors · Panteles Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Stephen S
Series 63, Series 65
Argyle, TX
Panteles Advisors
Stephen Shannon is an advisor at Panteles Advisors with Series 63 and Series 65 registrations and three years of industry experience. He has worked at Panteles Advisors since 2022 and previously spent one year at Citigroup Global Markets. Outside of advisory work, Shannon is the founder and manager of Colo Development Partners, a commercial real estate firm, and serves as a board member of the North Texas Community Foundation. Panteles Advisors serves individuals, families, trusts, estates, businesses, and charitable organizations with discretionary investment management and financial planning. The firm uses a strategic asset-allocation framework combined with multiple analytical approaches to customize portfolios and manages approximately $108 million in assets across about 39 client relationships.
Collins K
CFP®, Series 66
Argyle, TX
Panteles Advisors
Collins Knight is a CFP® and holds the Series 66 designation with seven years of industry experience. He is currently with Panteles Advisors and has prior experience at firms including Ausdal Financial Partners and Stephens Inc. He is also a licensed Certified Public Accountant in Texas and is involved in insurance sales. Panteles Advisors provides discretionary investment management, financial planning, and consulting services to individuals, families, trusts, estates, businesses, and charitable organizations. The firm uses a strategic asset-allocation framework combined with multiple analytical approaches to tailor portfolios, managing approximately $108 million across a small client base.
Alec C
Series 65
Argyle, TX
Panteles Advisors
Alec Calvillo is a financial advisor at Panteles Advisors with one year of industry experience. He holds a Series 65 designation and has prior work experience including roles at Dell Technologies and Deloitte & Touche, LLP. Outside of his advisory work, Alec serves as a financial analyst for Colo Development Partners, where he is involved in commercial real estate development. Panteles Advisors provides discretionary investment management, financial planning, and consulting services to individuals, families, trusts, estates, businesses, and charitable organizations. The firm manages approximately $108 million in assets for a small client base, using a strategic asset allocation framework combined with diverse analytical approaches and a range of investment vehicles, with ongoing portfolio monitoring and rebalancing under discretionary authority.
Aaron J
Series 63, Series 65
Argyle, TX
Panteles Advisors
Aaron Junk is a financial advisor at Panteles Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including JPMorgan Investment Management, Hartford Funds, and Cole Development Partners. Outside of his advisory role, he manages two holding companies for personal non-exchange traded investments. Panteles Advisors provides discretionary investment management, financial planning, and consulting services to individuals, families, trusts, estates, businesses, and charitable organizations. The firm employs a strategic asset-allocation framework and multiple analytical approaches to customize portfolios, managing approximately $108 million in assets for a small client base.
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