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TELOS CAPITAL MANAGEMENT, INC.
CRD 149108File 801-69837
APPROVED
Retail clients
Custody
Filing as of May 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.63B
Top 25% of cohort (national)
Discretionary AUM
$1.63B
Clients
956
2,471 accounts
Employees
19
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jan 7, 2009
- Principal office
- 13480 EVENING CREEK DRIVE NORTH, SUITE 250, SAN DIEGO, CA, 92128-4310
- Phone
- (858) 271-6350
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.63B
- Discretionary AUM
- $1.63B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,471
- Non-discretionary accounts
- 0
- Total accounts
- 2,471
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 15 | $11.0M |
| Charitable organizations | 9 | $32.0M |
| High net worth individuals | 456 | $1.37B |
| Pension and profit sharing plans | 8 | $10.7M |
| Individuals (other than high net worth individuals) | 468 | $203.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Hourly charges
- Other (described) — ESTATE PLANNING SERVICES
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.