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XANTOS LABS, LLC
CRD 302005File 801-120191
APPROVED
Retail clients
Filing as of Sep 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$6.2M
Bottom 25% of cohort (national)
Discretionary AUM
$6.2M
Clients
102
102 accounts
Employees
3
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jan 15, 2021
- Principal office
- Not reported
- Phone
- (512) 843-2673
- Website
- https://xantos.app/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $6.2M
- Discretionary AUM
- $6.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 102
- Non-discretionary accounts
- 0
- Total accounts
- 102
- AUM per client
- $61K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $4.7M |
| High net worth individuals | Fewer than 5 | $319K |
| Individuals (other than high net worth individuals) | 97 | $1.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Oct 1, 2026 | Employees | 4 | 3 | decreased by1 |
| Oct 1, 2026 | Clients | 109 | 102 | decreased by7 |
| Oct 1, 2026 | AUM | $3,328,218 | $6,234,378 | increased by$2,906,160 |
| Oct 1, 2026 | Accounts | 109 | 102 | decreased by7 |
| Feb 1, 2026 | Clients | 158 | 109 | decreased by49 |
| Feb 1, 2026 | AUM | $1,125,994 | $3,328,218 | increased by$2,202,224 |
| Feb 1, 2026 | Accounts | 158 | 109 | decreased by49 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 6 | 4 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 213 | 158 | decreased by55 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,012,878 | $1,125,994 | decreased by$886,884 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 213 | 158 | decreased by55 |
| Oct 1, 2022 | Employees | 5 | 6 | increased by1 |
| Jun 1, 2022 | Employees | 2 | 5 | increased by3 |
| Feb 1, 2022 | Clients | 79 | 213 | increased by134 |
| Feb 1, 2022 | AUM | $1,389,724 | $2,012,878 | increased by$623,154 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “XANTOS LABS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“XANTOS LABS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.