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 registered investment adviser that has been SEC registered since 2009. The firm serves both individual and family clients as well as institutional accounts, providing financial planning and portfolio management for individuals and small businesses. Its fee arrangements include a percentage-of-AUM model, hourly charges and other billing structures. Telos does not identify as a capital allocator and is not flagged as an active ESG investor. The firm has received industry recognition in recent years, including placements on Forbes’ lists of top RIA firms in 2023 and 2024, and a Top 100 Financial Advisory Firms listing from CNBC 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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 78Active vs passive
$305M in ETFs
87%
$265M
11%
$39.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $40.6M | 108,609 | 13.34% |
Location
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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