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 registered investment advisor that has been SEC-registered since 2009. The firm serves a mix of individuals, families and institutional clients, focusing on financial planning and discretionary portfolio management for individuals and small businesses. Its client fees include percentage-of-AUM billing alongside hourly charges and other fee arrangements. Telos is not positioned as an ESG-focused manager and is not listed as a multi-state adviser. The firm has been recognized in industry lists, appearing on Forbes’ RIA rankings in 2023 and 2024 and on CNBC’s Top 100 Financial Advisory Firms in 2025.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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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

  • 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

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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 65

Active vs passive

$264M in ETFs

Passive

86%

$227M

Active

11%

$37.2M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI)VanguardPassiveLarge Blend$38.9M121,28814.74%
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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth