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Kirby Shanks

22 Years of Experience
Houston, TX

Kirby Shanks is a registered investment advisor at Kanos Capital Management, LLC, based in Houston, TX, with 22 years of industry experience. Kirby operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 36 clients with $93M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
36 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$93.3M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $4.0M0.70%
$4.0M - $8.0M0.60%
$8M+0.50%

Advisory fees are negotiable. Certain clients with pre-existing relationships may initially be charged fees which are less than those set out above.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1217 S. Shepherd Dr., Suite 200, Houston, TX, 77019

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Kirby is a member and manager of 1217 Interests, LLC, a real estate company, since 2013. He spends a few hours per week on this activity.

Employment History
Current Registrations
Kanos Capital Management, LLC
December 2003 - Present · 22 yrs 5 mos
Previous Registrations
Alpha Cubed Investments, LLC
March 2017 - January 2018 · 10 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Kirby Shanks - Financial Advisor | TrueAdvisor