SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Telos Capital Management, Inc.
San Diego, CA
CRD 149108
Firm filing updated May 1, 2026 ·
- $1.6BAssets
- 956Clients
- 7Advisory staff
- 2,471Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- OtherYes
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
Who the firm serves
- Individuals468
- High net worth individuals456
- Corporations or other businesses15
- Charities9
- Pension and profit sharing plans8
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 468 | $203.9 million |
| High net worth individuals | 456 | $1.4 billion |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 8 | $10.7 million |
| Charitable organizations | 9 | $32.0 million |
| Corporations or other businesses not listed above | 15 | $11.0 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Financial planning services
- Portfolio management for individuals and/or small businesses
Assets and accounts
- Regulatory assets$1.6 billion
- Accounts2,471
- DiscretionaryAll accounts
People
- Employees19
- Advisory staff7
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients26 to 50
Advisors
4 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 149108, SEC file 801-69837.
- Registered with the SEC as an investment advisor (status date on record: January 7, 2009).
Is Telos Capital Management, Inc. a fiduciary?
Short answer: Telos Capital Management, Inc. is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.