Bruce David Sherman
Investment adviser representative at Telos Capital Management, Inc.
17 yearsExperience
2 statesRegistered in
$1.6BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Telos Capital Management, Inc.Jan 2009 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (CA, OR).
Telos Capital Management, Inc.
$1.6BAssets managed
956Clients
13Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3171991
- Firm CRD
- 149108