Investment adviser · CRD 149108
TELOS CAPITAL MANAGEMENT, INC.
Investment adviser filing (IA)
SAN DIEGO, CA, United States · Form ADV filed May 1, 2026
- Regulatory AUM
- $1.63B Form ADV · Item 5.F
- Client accounts
- 2,471 Accounts, not individual clients
- Employees
- 19 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 456 | $1,367,702,051 | 84.2% |
| Individuals | 468 | $203,878,935 | 12.5% |
| Charities | 9 | $31,969,366 | 2.0% |
| Corporations & businesses | 15 | $10,975,669 | 0.7% |
| Retirement plans | 8 | $10,701,015 | 0.7% |
Filing source
Form ADV 2102297 · May 1, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 1, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly
Principal office
13480 EVENING CREEK DRIVE NORTH, SUITE 250SAN DIEGO, CA, 92128-4310, United States
CRD 149108
Filing source
Form ADV 2102297 · May 1, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.