Overview
Assets Under Management: $1.4 billion
Headquarters: SAN DIEGO, CA
High-Net-Worth Clients: 374
Average Client Assets: $3 million
Frequently Asked Questions
TELOS CAPITAL MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #149108), TELOS CAPITAL MANAGEMENT, INC. is subject to fiduciary duty under federal law.
TELOS CAPITAL MANAGEMENT, INC. is headquartered in SAN DIEGO, CA.
TELOS CAPITAL MANAGEMENT, INC. serves 374 high-net-worth clients according to their SEC filing dated December 04, 2025. View client details ↓
According to their SEC Form ADV, TELOS CAPITAL MANAGEMENT, INC. offers financial planning and portfolio management for individuals. View all service details ↓
TELOS CAPITAL MANAGEMENT, INC. is ranked #198 by Forbes in 2025. Learn more about these rankings ↓
TELOS CAPITAL MANAGEMENT, INC. manages $1.4 billion in client assets according to their SEC filing dated December 04, 2025.
According to their SEC Form ADV, TELOS CAPITAL MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Recent Rankings
Forbes 2025: 198
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 374
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.34
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 2,322
Discretionary Accounts: 2,322
Regulatory Filings
CRD Number: 149108
Filing ID: 2031753
Last Filing Date: 2025-12-04 12:21:58
Website: 2