Xantos Labs, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,541,715
Clients
101
Advisors
1
of 3 employees
About
Xantos Labs, LLC provides discretionary investment management and general consulting to individuals, pension and profit‑sharing plans, trusts, foundations, and other entities through separately managed accounts (referred to as Xantos managed accounts). The firm operates exclusively as an internet‑based adviser and offers a bundled wrap‑fee program that covers advisory, trade execution, custody, and reporting.
Investment management is driven by proprietary quantitative models that use mathematical and statistical methods to generate automated trading decisions for global equity securities listed on U.S. exchanges; these systems were developed by in‑house technical staff with advanced degrees. For retail clients, the firm does not tailor strategies or accept client‑imposed investment restrictions, and it relies on static online questionnaires and web/mobile interfaces rather than face‑to‑face advisory interaction.
Compared with peers, Xantos is notable for being a single‑advisor, internet‑only firm that also sponsors and manages its own wrap program and supports fractional/notional investing and high‑turnover, model‑driven trading. The firm further distinguishes itself by using endorsements, testimonials, third‑party ratings and advertised performance in its marketing and by maintaining a formal referral/solicitor program that compensates outside content creators, signaling an emphasis on digital distribution channels uncommon for firms of its size.
Client services
Expertise
Fee options
Fixed minimum fee of $5 per month
Account minimum: $500 for Individuals; $500,000 for All Other Clients (may be negotiated or waived) Minimum fee: $5 per month (flat fee)
Main office
Austin TX
Advisors at this office
1
Most active in
California · Georgia · Maryland · New York · Texas · Virginia
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.
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