# Taelos Financial Partners LLC

> Taelos Financial Partners LLC is a state-registered investment advisory firm in Apex, NC, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 30, 2026.

- CRD: 320700
- Filed as: TAELOS FINANCIAL PARTNERS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Apex, NC
- Filing period: October 2026
- Form ADV filing dated: June 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/320700
- AdvisorCensus page: https://advisorcensus.com/firm/taelos-financial-partners-llc-apex-nc-320700

## Quick answers

**How is Taelos Financial Partners LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Taelos Financial Partners LLC 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 Taelos Financial Partners LLC located?**
Taelos Financial Partners LLC's principal office is in Apex, NC, according to its Form ADV.

**Is Taelos Financial Partners LLC registered with the SEC or a state?**
Taelos Financial Partners LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 320700.

**How much does Taelos Financial Partners LLC manage?**
Taelos Financial Partners LLC reports $11,052,297 in regulatory assets under management in its Form ADV filing dated June 30, 2026 (96% discretionary).

**What types of clients does Taelos Financial Partners LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (68); high net worth individuals (2).

**Does Taelos Financial Partners LLC 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/320700

## 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: $11,052,297
- Discretionary: $10,637,649
- Non-discretionary: $414,648

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 68 | $8,801,448 |
| High net worth individuals | 2 | $2,250,849 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- taelosfinancial.com
- Facebook @taelosfinancial
- LinkedIn @taelos-financial-partners
- LinkedIn @jbrianmorgan

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Taelos Financial Partners LLC (CRD 320700): Form ADV filing data as of October 2026.