TELOS PARTNERS LLC

Overview

Telos Partners LLC is a newly formed limited liability company that registered as an SEC adviser in 2026. The firm describes itself as a capital allocator and offers a mix of advisory services: financial planning, discretionary portfolio management for individuals, small businesses and institutional clients, selection of other advisers, and educational seminars or workshops. Ownership is listed as a domestic entity and individual; the firm is not identified as a pension consultant or related adviser. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options, suggesting flexibility for different client relationships. The snapshot marks the firm as not an active ESG investor. Given its recent SEC registration and the mix of services, Telos appears to be positioning itself to serve both households and business clients while building out investment sourcing and adviser selection capabilities.

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