Cody Lee Lummus
Investment adviser representative at Delos Private Client Group, LLC
10 yearsExperience
1 stateRegistered in
$185.6MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Delos Private Client Group, LLCJan 2024 to now
- Delos Wealth Advisors, LLCMar 2019 to now
- Lear Investment ManagementAug 2016 to Mar 2019
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (TX).
Delos Private Client Group, LLC
$185.6MAssets managed
95Clients
6Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5565377
- Firm CRD
- 300734