Wealth manager, independent · SAN Diego, CA
Telos Capital Management, Inc.
SEC-registered investment adviser · CRD 149108 · SEC 801-69837
At a glance
Telos Capital Management, Inc. is an SEC-registered investment adviser based in SAN Diego, California, with $1.6B in regulatory assets under management as of its Form ADV filed May 1, 2026. It reports 924 individual clients, 456 of them high-net-worth, holding an average of about $1.7 million each, and 19 employees. That ranks it 667th among the nation’s 5,657 independent wealth management RIAs and 81st of 714 in California. It reports Charles Schwab as the custodian for its clients’ separately managed accounts.
Main office 858-271-6350telosinc.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.6B
- Rank among independent wealth managers
- #667 of 5,657
- Rank among all SEC RIAs
- #4,079 of 17,210
- Rank in California
- #81 of 714
- Individual clients
- 924
- High-net-worth clients
- 456
- Accounts
- 2,471
- Discretionary
- 100% of AUM
- Employees
- 19
- Advisory staff
- 7
- Offices
- 3
Owners and executives on its Form ADV
- Stefan MeierhoferDirector/president/ceo
- Jonathan P. FairchildDirector, Trustee of the Fairchild Family Trust U/a/d 4/6/14
- Andrew W. WeldDirector/chief Investment Officer
- Kureyn E WatsonChief Compliance Officer
Custody and brokerage
Broker-dealer
No broker-dealer ties
Telos Capital Management, Inc. reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 456 | $1.4B | 84% |
| Individuals | 468 | $204M | 13% |
| Charitable organizations | 9 | $32M | 2% |
| Corporations or other businesses | 15 | $11M | <1% |
| Pension and profit sharing plans | 8 | $11M | <1% |
Disciplinary disclosures
Telos Capital Management, Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
How it’s paid
- A percentage of assets under management
- Hourly charges
- Other
Form ADV and brochures on the SEC’s adviser search ↗telosinc.com ↗
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The full record on Telos Capital Management, Inc.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 2,375 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in California
All of California →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Weatherly Asset ManagementDel MAR | $1.7B | 371 |
| Lyell Wealth Management LPMenlo Park | $1.6B | 303 |
| Provenio CapitalNewport Beach | $1.6B | 94 |
| Pasadena Private Wealth, LLCPasadena | $1.6B | 432 |
| Burton Enright WelchWalnut Creek | $1.6B | 612 |
| Regatta Capital Group, LLCEL Segundo | $1.6B | 1,088 |
Background
Questions
How much does Telos Capital Management, Inc. manage?
Telos Capital Management, Inc. reports $1.6B in regulatory assets under management across 2,471 accounts, 100% of it on a discretionary basis, on its Form ADV filed May 1, 2026.
How many clients does Telos Capital Management, Inc. have?
It reports 924 individual clients: 456 high-net-worth individuals and 468 other individuals. Individuals account for about 97% of its regulatory assets.
Where is Telos Capital Management, Inc. headquartered?
Its main office is in SAN Diego, California. It reports 3 offices in total and 19 employees, 7 of whom perform investment advisory functions.
How does Telos Capital Management, Inc. charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; other. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Telos Capital Management, Inc. use?
It reports Charles Schwab as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed May 1, 2026, it reports these amounts held: Charles Schwab ($1.6B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Telos Capital Management, Inc. a hybrid RIA with a broker-dealer?
Telos Capital Management, Inc. reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Telos Capital Management, Inc. a fiduciary?
As an SEC-registered investment adviser, Telos Capital Management, Inc. owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Telos Capital Management, Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-05-01), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →