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TELOS CAPITAL PARTNERS
TELOS CAPITAL PARTNERS, LLC
CRD 331293
863 COLEMAN BLVD., SUITE B, MOUNT PLEASANT, SC, 29464, United States
Phone
(843) 867-4399
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$45.3M
Discretionary AUM
$44.8M
Team
3 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 25 | $4.6M |
| High net worth individuals | 29 | $39.1M |
Official SEC filing: View on IAPD