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Telos Capital Management, Inc.

● SEC registered since 2009CRD 149108SEC# 801-69837San Diego, CA
Export (members)
Reg. AUM
$1.42B
Employees
19
Accounts
2,322
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 $1.4 billion in regulatory assets under management and employs 19 people.

Telos Capital Management, Inc. owners & executives

5 reported
NameTitleOwnershipSince
Andrew Winslow Weld ControlDirector/Chief Investment Officer10-25%2019
Fairchild Family Trust U/A/D 4/6/14Shareholder10-25%2014
Jonathan Paul Fairchild ControlDirector, Trustee Of The Fairchild Family Trust U/A/D 4/6/1410-25%2014
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Frequently asked questions

How much does Telos Capital Management, Inc. manage?

Telos Capital Management, Inc. reports $1.4 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

Address13480 Evening Creek Drive North, Suite 250, San Diego, CA 92128-4310
Phone(858) 271-6350
Fax(858) 271-6360
Office hours7:30a.m.-4:00p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK1567889
Discloses disciplinary historyNo

Assets under management

Discretionary$1.42B
Non-discretionary$0
Total (RAUM)$1.42B