Xantos Labs, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,242,193
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
108
4% high-net worth
Advisors
1
of 4 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
108
Very HighAverage account size
$11,502
About
Xantos Labs provides discretionary portfolio management and general investment consulting to individuals, retirement plans, trusts, foundations, and other institutional clients, delivering services exclusively through web and mobile software rather than in-person meetings. For retail clients the firm does not tailor its advisory services to individual-imposed investment guidelines or restrictions.
The firm implements proprietary quantitative trading strategies developed by a technical team with advanced degrees, using mathematical and statistical models to generate computer-driven buy and sell decisions for liquid global equities traded on U.S. exchanges. Client interactions and inputs are collected via a static online questionnaire, and the firm supports notional-based and fractional-share investing as part of its automated execution process.
Noteworthy for a firm of its type, Xantos operates solely as an internet adviser and sponsors a wrap program that bundles advisory, execution, custody, and reporting services through its recommended custodian. The firm also maintains a formal referral and solicitor program that can compensate third‑party content creators (including bloggers and video reviewers) and distributes digital market research and client materials, a client‑acquisition and marketing approach that is less common among peers.
Client services
Portfolio management
Expertise
Active portfolio management
Passive / index investing
Fee options
Account minimum: $500 for individuals; $500,000 for all other clients (subject to waiver or negotiation) Minimum fee: $5 per month minimum fee Fee-only: Wrap Program Fee of greater of $5 per month or 2.00% per year on assets under management, charged monthly in arrears
Main office location
Xantos Labs, LLC
Austin TX, United States
Number of offices
2
Most active in
Xantos Labs, LLC has reported serving >5 clients in these states in the last 12 months.
California · Georgia · Maryland · New York · Texas · Virginia
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")