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Conserve, Secure, and Plan For Success.

WHO WE SERVE

Our team of financial professionals serves the wealth and investment management needs of families and institutions seeking customized solutions tailored to their specific goals.

Who We  Serve

Individuals and
Multi-generational
Families

We provide a bespoke structure and draw a holistic picture to assist you in navigating fluctuating market conditions and tap new possibilities to manage wealth.

Family Offices
 

Family offices in need to leverage institutional-quality assessment and portfolio management capabilities.

Investors

 

The DPCG team seeks suitable returns for you through innovative investment strategies that can include active and passive strategies and alternative investments. 

Private Family Foundations

Our organization of experts collaborates with our clients and their advisors to become a prolongation of their families by delivering high-quality services, results, and advisory expertise.

The art is constructing the optimal risk-adjusted portfolio for our investors based on their goals for themselves and their families.

Cody Lummus

INVESTOR RELATIONS

Privacy Notice

Form ADV Part 2A

Form ADV Part 2B

Form CRS

Delos Private Client Group, LLC (“Delos PCG”) is an investment adviser registered with the U.S. Securities and Exchange Commission.  Registration with the SEC does not imply a certain level of skill or training, nor does it constitute an endorsement by the SEC.  Copies of Delos PCG’s Form ADV Part 2A, Form Part 2B, and Form CRS are available upon request or at the links at the bottom of this page.  Additional information about Delos PCG is also available on the SEC’s website at www.adviserinfo.sec.gov.  Delos PCG is an affiliate of First United Bank and Trust Company. 

 

This website is for informational purposes only and does not constitute an offer to sell, or a solicitation of an offer to buy, any security, nor does it constitute investment, legal, tax, or accounting advice. Nothing on this website should be construed as personalized investment advice; advice is provided only pursuant to a written agreement with Delos PCG.  All investing involves risk, including the possible loss of principal. Past performance is not indicative, and is no guarantee, of future results. Any strategies, market views, or opinions discussed are those of the author(s) as of the date indicated, are subject to change without notice, and should not be considered a recommendation to buy or sell any security.

 

Links to third-party websites and social media are provided for convenience only. Delos PCG does not endorse and is not responsible for the content, products, or services of any linked third-party site, and inclusion of a link does not imply affiliation. Communications through social media or other public channels are not secure and should not be used to transmit confidential or account information.

 

Not FDIC Insured | Not a Deposit | No Bank Guarantee | May Lose Value

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© 2026 Delos Private Client Group

info@delosca.com

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