{
  "crd_number": 322676,
  "slug": "panteles-advisors-argyle-tx-322676",
  "primary_business_name": "PANTELES ADVISORS",
  "legal_name": "PANTELES ADVISORS, LLC",
  "dbas": [
    "PANTELES"
  ],
  "city": "Argyle",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "19100",
  "metro": {
    "cbsa_code": "19100",
    "common_name": "Dallas",
    "msa_name": "Dallas-Fort Worth-Arlington, TX",
    "path": "/advisors/tx/dallas"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-05-15",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-09-30",
  "carried_forward": false,
  "raum_total": 108183493.0,
  "raum_discretionary": 108183493.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 35904.0,
      "count": 2
    },
    "high_net_worth_individuals": {
      "raum": 108147589.0,
      "count": 37
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "TX"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/322676",
  "city_as_filed": "ARGYLE",
  "url": "https://advisorcensus.com/firm/panteles-advisors-argyle-tx-322676",
  "display_name": "Panteles Advisors",
  "summary": "Panteles Advisors is an SEC-registered investment advisory firm in Argyle, TX, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 30, 2026.",
  "citation": "AdvisorCensus. Panteles Advisors (CRD 322676): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Panteles Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Panteles Advisors reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "Where is Panteles Advisors located?",
      "a": "Panteles Advisors' principal office is in Argyle, TX, according to its Form ADV."
    },
    {
      "q": "Is Panteles Advisors registered with the SEC or a state?",
      "a": "Panteles Advisors is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 322676."
    },
    {
      "q": "How much does Panteles Advisors manage?",
      "a": "Panteles Advisors reports $108,183,493 in regulatory assets under management in its Form ADV filing dated September 30, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Panteles Advisors serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (37); individuals (other than high net worth individuals) (2)."
    },
    {
      "q": "Does Panteles Advisors report any disciplinary disclosures?",
      "a": "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/322676"
    },
    {
      "q": "What changed in Panteles Advisors' recent Form ADV filings?",
      "a": "In the June 2026 filing data: Newly registered with the SEC."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/panteles-advisors-argyle-tx-322676.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 35904.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 37,
      "fewer_than_5": false,
      "raum": 108147589.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/322676",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}