← Tributary

DELOS PRIVATE CLIENT GROUP, LLC

DALLAS, TX · CRD 300734 · IAPD ↗ · 972-810-1610

$185.6MRegulatory AUM
7Advisory reps
9Employees
0Clients
51-100Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
October 2026 — DELOS CAPITAL ADVISORS is now doing business as DELOS PRIVATE CLIENT GROUP, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
50
April 2026 — DELOS CAPITAL ADVISORS added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2026 — DELOS CAPITAL ADVISORS now reports custody of client assets ($26.9M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
67
April 2026 — DELOS CAPITAL ADVISORS grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
December 2025 — DELOS WEALTH ADVISORS is now doing business as DELOS CAPITAL ADVISORS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
58
April 2025 — DELOS WEALTH ADVISORS reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
61
April 2024 — DELOS WEALTH ADVISORS reports 26-50 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.