Telos Capital Management, INC.
San Diego, CA·SEC-registered · CRD #149108
Telos Capital Management, INC. is an SEC-registered investment advisory firm in San Diego, CA managing $1.6B across 2.5k client accounts, with 7 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.6B
Client accounts
2.5k
Advisory staff
7
Fee model
Fee-only
How Telos Capital Management, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Telos Capital Management, INC.
How much does Telos Capital Management, INC. manage?
Per its most recent SEC Form ADV filing (05/01/2026), Telos Capital Management, INC. reports $1.6B in regulatory assets under management across roughly 2.5k client accounts.
How does Telos Capital Management, INC. charge?
Telos Capital Management, INC. is a fee-only firm. Its disclosed compensation arrangements are: % of assets, Hourly. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Telos Capital Management, INC. a fiduciary?
Yes. Telos Capital Management, INC. is registered with the U.S. Securities and Exchange Commission (CRD #149108), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Telos Capital Management, INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Telos Capital Management, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Telos Capital Management, INC.'s public SEC Form ADV filing (CRD #149108, filed 05/01/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Telos Capital Management, INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Telos Capital Management, INC.? Claim this profile.