Telos Capital Management, Inc.
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
FINTRXOverview
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
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities68%
- Investment Grade Corp Bonds22%
- State & Local Bonds4%
- Cash & Cash Equivalents3%
- US Government Bonds1%
Owners & executives
3 of 3
Kureyn Watson
Chief Compliance OfficerCRD 3019848
Andrew Weld
Chief Investment Officer, DirectorCRD 4808244
Stefan Meierhofer
President, CEOCRD 2115042
Contacts
3 of 11
Jeremy Chaffin
Senior Vice President, Financial AdvisorCRD 2702397
Aaron Kaplan
Vice PresidentCRD 6875440
Bruce Sherman
Senior Vice President of Portfolio ManagementCRD 3171991
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 74Active vs passive
$299M in ETFs
87%
$259M
11%
$40.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $40.7M | 109,957 | 13.60% |
Location
San Diego, CA
San Diego
Location
San Diego, CA
Headquartered in San Diego, CA, in the West of the United States.
- Region
- West
- County
- San Diego
- Address
- 13480 Evening Creek Dr N
- Time zone
- PT (UTC-8)
- Office locations
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