Telos Capital Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in San Diego, CA. Its latest Form ADV filing, dated March 31, 2026, reports $1.6B in regulatory assets under management, 19 employees, 2 offices, and 2,471 accounts.
Assets Under Management
$1.6B
Employees
19
Offices
2 offices
Total Clients
956
Primary office
SAN DIEGO, CA
13480 EVENING CREEK DRIVE NORTH, SUITE 250, SAN DIEGO, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Hourly charges
Other fee arrangements
Sources checked May 19, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 49.0% of total clients.
Top client categories% of clientsClients
1
Individuals
49.0%
468
2
HNWI
47.7%
456
3
Corporations
1.6%
15
4
Charitable
0.9%
9
5
Pension Plans
0.8%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.6Bas of May 1, 2026
Discretionary100.0%
$1.6B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.6B
Total Accounts2,471
10Y AUM Change+$1.2B (+256.6%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees19
Clients per Employee50:1
10Y Employee Change+7 (+58.3%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.