AdvisorCensus / Financial advisors / South Carolina / Charleston / Telos Capital Partners

Telos Capital Partners

Mount Pleasant, SCState-registered investment adviserCRD 331293

Filed as TELOS CAPITAL PARTNERS · Legal name Telos Capital Partners, LLC

Telos Capital Partners is a state-registered investment advisory firm in Mount Pleasant, SC, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 2, 2026.

2 years

registered since 2024

$45,274,308

assets under management

1 arrangement

Percentage of assets

None

disclosure items (Item 11)

Quick answers

From the filing

How is Telos Capital Partners compensated?

On its Form ADV (Item 5.E, October 2026), Telos Capital Partners reports these compensation arrangements: a percentage of assets under its management.

Where is Telos Capital Partners located?

Telos Capital Partners' principal office is in Mount Pleasant, SC, according to its Form ADV.

Is Telos Capital Partners registered with the SEC or a state?

Telos Capital Partners is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 331293.

How much does Telos Capital Partners manage?

Telos Capital Partners reports $45,274,308 in regulatory assets under management in its Form ADV filing dated March 2, 2026 (99% discretionary).

What types of clients does Telos Capital Partners serve?

By number of clients on Form ADV Item 5.D: high net worth individuals (29); individuals (other than high net worth individuals) (25).

Does Telos Capital Partners 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/331293

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E

A percentage of assets under your management

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Regulatory assets under management

Item 5.F

$45,274,308

$45,274,308 as of October 2026, filing dated March 2, 2026.

Discretionary: $44,787,018.Non-discretionary: $487,290.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D

Individuals (other than high net worth individuals)

Clients 25 Assets $4,646,932 (10%)

High net worth individuals

Clients 29 Assets $39,068,024 (86%)

Pension and profit sharing plans (but not the plan participants or government pension plans)

Clients Fewer than 5 Assets $487,290 (1%)

Charitable organizations

Clients Fewer than 5 Assets $1,059,657 (2%)

Corporations or other businesses not listed above

Clients Fewer than 5 Assets $12,405 (0%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses (other than small businesses) or institutional clients
Pension consulting services
Selection of other advisers (including private fund managers)

Registration and firm details

Items 1, 2, 5

Legal name: Telos Capital Partners, LLC
Registration: State-registered investment adviser. Status as filed: APPROVED.
Registered since: 2024 (2 years)
Employees: Total: 3. Performing investment advisory functions: 3.
Wrap fee program participation: No.
States registered or notice-filed: 1 state or jurisdiction

SC

State-registered investment advisers are examined by their state securities regulator. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Changes in the filing

Last 12 months

No changes to these filed facts in the last 12 months of filing data.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I

Not reported.

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Telos Capital Partners (CRD 331293): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/telos-capital-partners-mount-pleasant-sc-331293