Delos Capital Advisors

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.