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Firm profile

Telos Partners LLC

AVON, CTCRD 340922Registration Status: ApprovedEffective since April 29, 2026Latest ADV July 29, 2026

Telos Partners LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Avon, CT. Its latest Form ADV filing, dated July 29, 2026, reports $139M in regulatory assets under management, 3 employees, 1 office, and 271 accounts.

Assets Under Management
$139M
Employees
3
Offices
1 office
Total Clients
65
Primary office
AVON, CT
124 SIMSBURY RD, BLDG 1 STE 202, AVON, CT, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCOChristopher F. Stevenson
CCOPeter F. Hughes

Advisory services offered

5 types reported
Educational seminars/workshops
Financial Planning Services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked Aug 22, 2026

Client Coverage Demographics

Top client segmentHNWI represent 50.8% of total clients.
Top client categories% of clientsClients
1
HNWI
50.8%
33
2
Individuals
49.2%
32

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$139Mas of July 29, 2026
Discretionary100.0%
$139M
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$139M
Total Accounts271
10Y AUM Change+$139M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees3
Clients per Employee22:1
10Y Employee Change0 (0.0%)

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.