Telos Partners LLC

RIASEC RegisteredEst. 2026

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 that positions itself as a capital allocator for individual and family clients. The firm offers financial planning and portfolio management for individuals, small businesses, and institutions, and it also provides selection-of-advisers services and educational seminars. Fee arrangements are flexible—Telos Partners charges percentage-of-AUM fees as well as hourly and fixed fees. The adviser is listed as an active ESG investor and notes an affiliation with accounting professionals. Its SEC registration is shown as 2026 and the entity is structured as an LLC with domestic/individual ownership.