# Financial Telesis Company

> Financial Telesis Company is a state-registered investment advisory firm in Solvang, CA, registered since 1999, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 112804
- Filed as: FINANCIAL TELESIS COMPANY
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Solvang, CA
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/112804
- AdvisorCensus page: https://advisorcensus.com/firm/financial-telesis-company-solvang-ca-112804

## Quick answers

**How is Financial Telesis Company compensated?**
On its Form ADV (Item 5.E, October 2026), Financial Telesis Company reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Financial Telesis Company located?**
Financial Telesis Company's principal office is in Solvang, CA, according to its Form ADV.

**Is Financial Telesis Company registered with the SEC or a state?**
Financial Telesis Company is a state-registered investment advisory firm, registered since 1999. Status as filed: APPROVED. CRD 112804.

**How much does Financial Telesis Company manage?**
Financial Telesis Company reports $22,183,817 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**What types of clients does Financial Telesis Company serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (45); high net worth individuals (9); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Does Financial Telesis Company report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/112804

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $22,183,817
- Discretionary: $22,183,817
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 45 | $10,530,357 |
| High net worth individuals | 9 | $10,924,635 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $45,252 |
| Charitable organizations | 1 | $512,701 |
| Corporations or other businesses not listed above | 1 | $170,872 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1999 (27 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Financial Telesis Company (CRD 112804): Form ADV filing data as of October 2026.