# Xantos Labs, LLC

> Xantos Labs, LLC is an SEC-registered investment advisory firm, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 30, 2026.

- CRD: 302005
- Filed as: XANTOS LABS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: September 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/302005
- AdvisorCensus page: https://advisorcensus.com/firm/xantos-labs-llc-302005

## Quick answers

**How is Xantos Labs, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Xantos Labs, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Xantos Labs, LLC registered with the SEC or a state?**
Xantos Labs, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 302005.

**How much does Xantos Labs, LLC manage?**
Xantos Labs, LLC reports $6,234,378 in regulatory assets under management in its Form ADV filing dated September 30, 2026 (100% discretionary).

**How have Xantos Labs, LLC's assets and staff changed since 2021?**
In the Form ADV data for Xantos Labs, LLC: Regulatory assets under management: $1,389,724 in the October 2021 data and $6,234,378 in the October 2026 data, up 349%. Total employees: 2 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Xantos Labs, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (97); high net worth individuals (4); corporations or other businesses not listed above (1).

**Which custodians does Xantos Labs, LLC use?**
Xantos Labs, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Alpaca Securities LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Xantos Labs, 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/302005

**What changed in Xantos Labs, LLC's recent Form ADV filings?**
In the October 2026 filing data: Regulatory assets under management went from $3,328,218 to $6,234,378 (+87%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Alpaca Securities LLC

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: $6,234,378
- Discretionary: $6,234,378
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 97 | $1,222,956 |
| High net worth individuals | 4 | $318,759 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $4,692,663 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2021 (5 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, GA, MD, NY, TX, VA
- 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
- Bixby, OK

### Websites listed on Form ADV (Item 1.I)
- xantos.app
- xantoslabs.com
- X @xantoslabs

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,389,724 | 2 | September 3, 2021 |
| October 2022 | $2,012,878 | 6 | September 6, 2022 |
| October 2023 | $1,343,516 | 4 | April 7, 2023 |
| October 2024 | $1,394,163 | 4 | February 12, 2024 |
| October 2025 | $1,125,994 | 4 | January 16, 2025 |
| October 2026 | $6,234,378 | 3 | September 30, 2026 |

Regulatory assets under management: $1,389,724 in the October 2021 data and $6,234,378 in the October 2026 data, up 349%.
Total employees: 2 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $3,328,218 to $6,234,378 (+87%).

### February 2026
- Regulatory assets under management went from $1,125,994 to $3,328,218 (+196%).

### January 2026
- No longer registered or notice-filed in IL, OR.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Xantos Labs, LLC (CRD 302005): Form ADV filing data as of October 2026.