Telos Capital Management, Inc.
● SEC registered since 2009CRD 149108SEC# 801-69837San Diego, CA
Reg. AUM
$1.63B
Employees
19
Accounts
2,471
Location
San Diego, CA
Telos Capital Management, Inc. assets under management
Telos Capital Management, Inc. is an SEC-registered investment adviser based in San Diego, CA. The firm has been registered since 2009. It reports $1.6 billion in regulatory assets under management and employs 19 people.
Telos Capital Management, Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Winslow Weld Control | Director/Chief Investment Officer | 10-25% | 2019 |
| Fairchild Family Trust U/A/D 4/6/14 | Shareholder | 10-25% | 2014 |
| Jonathan Paul Fairchild Control | Director, Trustee Of The Fairchild Family Trust U/A/D 4/6/14 | 10-25% | 2014 |
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Join to unlock · $37/moFrequently asked questions
How much does Telos Capital Management, Inc. manage?
Telos Capital Management, Inc. reports $1.6 billion in regulatory assets under management on its Form ADV.
How many employees does Telos Capital Management, Inc. have?
Telos Capital Management, Inc. reports 19 employees.
Where is Telos Capital Management, Inc. located?
Telos Capital Management, Inc. is based in San Diego, CA and has been SEC-registered since 2009.
Does Telos Capital Management, Inc. disclose fund performance?
Telos Capital Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 13480 Evening Creek Drive North, Suite 250, San Diego, CA 92128-4310 |
| Phone | (858) 271-6350 |
| Fax | (858) 271-6360 |
| Office hours | 7:30a.m.-4:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1567889 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.63B▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 25%
Larger than 75% of 16,271 advisers
EmployeesTop 25%
More than 75% of 16,825 advisers
Assets under management
$1.63Bregulatory AUM
Discretionary $1.63B