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TELOS CAPITAL MANAGEMENT, INC.
CRD 149108File 801-69837
APPROVED
Retail clients
Custody
Filing as of May 1, 2026
Feed vintage Oct 1, 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
- Website
- HTTP://WWW.TELOSINC.COM
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 913 | 956 | increased by43 |
| Apr 1, 2026 | AUM | $1,415,056,947 | $1,625,227,036 | increased by$210,170,089 |
| Apr 1, 2026 | Accounts | 2,322 | 2,471 | increased by149 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 15 | 19 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 771 | 913 | increased by142 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,197,350,807 | $1,415,056,947 | increased by$217,706,140 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,907 | 2,322 | increased by415 |
| Apr 1, 2022 | Custody | Yes | No | |
| Apr 1, 2022 | Clients | 743 | 771 | increased by28 |
| Apr 1, 2022 | AUM | $1,017,493,974 | $1,197,350,807 | increased by$179,856,833 |
| Apr 1, 2022 | Accounts | 1,802 | 1,907 | increased by105 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “TELOS CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TELOS CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.