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They include 59 high-net-worth individuals, 33 individual clients, and 3 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 11 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Delos Private Client Group offer?","answer":"Delos Private Client Group provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Delos Private Client Group charge?","answer":"Delos Private Client Group charges 0.75%–1.00% a year for its Portfolio Management Services. The fee is billed in advance, is negotiable and has a $10,000 annual minimum.","source":"ADV PART 2A, filed 11 September 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Delos Private Client Group use?","answer":"Delos Private Client Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $186M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Delos Private Client Group have?","answer":"Delos Private Client Group has 6 investment adviser representatives registered with state securities authorities, out of 9 employees, and 7 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Delos Private Client Group invest in?","answer":"At the end of its last fiscal year, Delos Private Client Group’s separately managed accounts held 84% exchange-traded equities, 10% pooled vehicles (private funds and similar), 3% state and local bonds, 2% registered funds (mutual funds, ETFs, BDCs) and 1% U.S. government and agency bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Delos Private Client Group?","answer":"Delos Private Client Group is owned through a chain of holding companies by Andrew Smith and Greg Massey. Its direct owners are Delos Acquisition, LLC (75% or more) and Delos Wealth Advisors Holdco LLC (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 11 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Delos Private Client Group get paid?","answer":"Delos Private Client Group is paid through a percentage of assets under management, hourly charges, subscription fees and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Delos Private Client Group registered with the SEC?","answer":"Yes, Delos Private Client Group has been registered with the SEC as an investment adviser since 2 October 2020. Its CRD number is 300734 and its SEC file number is 801-119589.","source":"Form ADV Part 1A, Item 1, filed 11 September 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Delos Private Client Group?","answer":"Delos Private Client Group’s main office is at 1845 Woodall Rodgers Fwy, Suite 1000, Dallas, TX 75201. Its phone number is 972-810-1610. 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