# Delos Private Client Group, LLC

> Delos Private Client Group, LLC is an SEC-registered investment advisory firm in Dallas, TX, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 11, 2026.

- CRD: 300734
- Filed as: DELOS PRIVATE CLIENT GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: September 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/300734
- AdvisorCensus page: https://advisorcensus.com/firm/delos-private-client-group-llc-dallas-tx-300734

## Quick answers

**How is Delos Private Client Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Delos Private Client Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; subscription fees (for a newsletter or periodical); fixed fees (other than subscription fees).

**Where is Delos Private Client Group, LLC located?**
Delos Private Client Group, LLC's principal office is in Dallas, TX, according to its Form ADV; the October 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Delos Private Client Group, LLC registered with the SEC or a state?**
Delos Private Client Group, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 300734.

**How much does Delos Private Client Group, LLC manage?**
Delos Private Client Group, LLC reports $185,578,593 in regulatory assets under management in its Form ADV filing dated September 11, 2026 (100% discretionary).

**How have Delos Private Client Group, LLC's assets and staff changed since 2021?**
In the Form ADV data for Delos Private Client Group, LLC: Regulatory assets under management: $96,684,856 in the October 2021 data and $185,578,593 in the October 2026 data, up 92%. Total employees: 5 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Delos Private Client Group, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (59); individuals (other than high net worth individuals) (33); corporations or other businesses not listed above (3).

**Which custodians does Delos Private Client Group, LLC use?**
Delos Private Client Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Delos Private Client Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/300734

**What changed in Delos Private Client Group, LLC's recent Form ADV filings?**
In the October 2026 filing data: Changed its legal name from Delos Wealth Advisors, LLC to Delos Private Client Group, LLC. Employees performing advisory functions went from 6 to 7. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $185,578,593
- Discretionary: $185,578,593
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 33 | $10,341,665 |
| High net worth individuals | 59 | $161,117,820 |
| Corporations or other businesses not listed above | 3 | $14,119,108 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2020 (5 years)
- Employees: 9 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, LA, OK, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Denton, TX
- Sherman, TX

### Websites listed on Form ADV (Item 1.I)
- delosca.com
- delospcg.com
- Facebook @deloscapitaladv
- Instagram @DELOScapitaladvisors
- LinkedIn @delos-capital-advisors
- X @deloscapitaladv
- YouTube @deloscapitaladvisors6947

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $96,684,856 | 5 | March 17, 2021 |
| October 2022 | $130,536,811 | 4 | August 4, 2022 |
| October 2023 | $135,199,761 | 3 | March 30, 2023 |
| October 2024 | $130,024,766 | 4 | March 8, 2024 |
| October 2025 | $162,243,142 | 4 | March 17, 2025 |
| October 2026 | $185,578,593 | 9 | September 11, 2026 |

Regulatory assets under management: $96,684,856 in the October 2021 data and $185,578,593 in the October 2026 data, up 92%.
Total employees: 5 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Changed its legal name from Delos Wealth Advisors, LLC to Delos Private Client Group, LLC.
- Employees performing advisory functions went from 6 to 7.
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 4 to 6.
- Regulatory assets under management went from $162,243,142 to $185,578,593 (+14%).
- Added an office in Denton, TX.
- Added an office in Sherman, TX.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Delos Private Client Group, LLC (CRD 300734): Form ADV filing data as of October 2026.