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TELOS CAPITAL MANAGEMENT, INC.
CRD 149108 · SEC 801-69837
13480 EVENING CREEK DRIVE NORTH, SUITE 250, SAN DIEGO, CA, 92128-4310, United States
Phone
(858) 271-6350
Fax
(858) 271-6360
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.63B
Discretionary AUM
$1.63B
Team
19 total employees; 7 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; ESTATE PLANNING SERVICES
Org form
Corporation
Filing date
2026-05-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 468 | $203.9M |
| High net worth individuals | 456 | $1.37B |
| Pension/profit sharing plans | 8 | $10.7M |
| Charitable organizations | 9 | $32.0M |
| Corporations/business entities | 15 | $11.0M |
States served
AZ, CA, ID, MA, NE, NV, NM, OR, TN, VA, MO, WA, TX, NH, HI, FL
All web addresses on file
Official SEC filing: View on IAPD