Kanos Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$131,363,617
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
36
47% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
36
LowAverage account size
$3,648,989
About
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.
Client services
Portfolio management
Expertise
Active portfolio management
Concentrated stock management
Options & derivatives strategies
Fee options
$0 - $2,000,000: 1.0% $2,000,001 - $4,000,000: 0.7% $4,000,001 - $8,000,000: 0.6% $8,000,001+: 0.5%
Account minimum: $500,000 Fee-only: Advisor is fee only and does not receive additional compensation from commissions or other sources.
Main office location
Kanos Capital Management, LLC
1217 S. Shepherd Dr., Suite 200
Houston TX 77019, United States
Number of offices
1
Most active in
Kanos Capital Management, LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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