Telos Capital Management, Inc.

RIASEC RegisteredEst. 2009
Total AUM
$1.6B
Discretionary
$1.6B
100% of AUM
Avg account
$658K
Accounts
2,471
Employees
19
Advisory reps
14

Firm details

Headquarters
San Diego, California
CRD number
149108
Registered since
January 7, 2009
Website
www.telosinc.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Other
Client types
  • HNWI84.15%
  • Individuals12.54%
  • Charitable Organizations1.97%
  • Corporations / Businesses0.68%
  • Pension & Profit Sharing Plans0.66%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Telos Capital Management, Inc. is an independent, SEC-registered RIA organized as a corporation and operating since 2009. The firm serves both individual and family clients as well as institutional accounts, offering financial planning and portfolio management for individuals and small businesses. Its fee structure includes AUM-based fees along with hourly charges and other fee arrangements. Telos identifies as not being an active ESG investor and is not organized as a multi-state adviser or a pension consultant. The firm has received external recognition in recent years, appearing on Forbes’ lists of top RIA firms in 2023 and 2024 and on CNBC’s Top 100 Financial Advisory Firms list in 2025.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 68%, Investment Grade Corp Bonds 22%, State & Local Bonds 4%, Cash & Cash Equivalents 3%, US Government Bonds 1%, Public Funds/Mutual Funds 1%, Other 1%68%
  • Exchange Traded Equities68%
  • Investment Grade Corp Bonds22%
  • State & Local Bonds4%
  • Cash & Cash Equivalents3%
  • US Government Bonds1%

Owners & executives

3 of 3
  • Andrew Weld

    Andrew Weld

    Chief Investment Officer, DirectorCRD 4808244

  • Stefan Meierhofer

    Stefan Meierhofer

    President, CEOCRD 2115042

  • Kureyn Watson

    Kureyn Watson

    Chief Compliance OfficerCRD 3019848

Contacts

3 of 11
  • Warren Binstock

    Warren Binstock

    Vice President, Financial AdvisorCRD 4286617

  • Jonathan Fairchild

    Jonathan Fairchild

    Executive Vice PresidentCRD 4297762

  • Michael Whitehurst

    Michael Whitehurst

    SVP, Portfolio ManagerCRD 4331884

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 146

Active vs passive

$597M in ETFs

Passive

87%

$517M

Active

11%

$80M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI)VanguardPassiveLarge Blend$40.7M109,9576.81%
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Location

Primary office

San Diego, CA

San Diego

Location

San Diego, CA

Headquartered in San Diego, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.

Metro area
San Diego-Chula Vista-Carlsbad, CA
Region
West
County
San Diego
Address
13480 Evening Creek Dr N
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth