Telos Partners LLC

RIASEC Registered

Total AUM

$139M

Discretionary

$139M

100% of AUM

Avg account

$515K

Accounts

271

Employees

Advisory reps

Firm details

Headquarters: Avon, Connecticut
CRD number: 340922
Registered since: April 29, 2026
Custodians: CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI90.93%
Individuals9.07%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Telos Partners LLC is an independent registered investment adviser organized as an LLC that registered with the SEC in 2026. The firm serves individual and family clients and positions itself as a capital allocator that sources and implements third-party investment managers alongside direct portfolio management. Its service menu includes financial planning, discretionary portfolio management for individuals, small businesses and institutional/business clients, advisory selection services, and educational seminars and workshops. Telos charges a mix of fee arrangements—percentage of assets under management, hourly fees and fixed fees—and reports an active ESG investing approach. The firm also lists an industry affiliation with an accountant and is owned by a domestic entity and an individual.