# Telos Capital Partners

> 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.

- CRD: 331293
- Filed as: TELOS CAPITAL PARTNERS
- Legal name: Telos Capital Partners, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Mount Pleasant, SC
- Filing period: October 2026
- Form ADV filing dated: March 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/331293
- AdvisorCensus page: https://advisorcensus.com/firm/telos-capital-partners-mount-pleasant-sc-331293

## Quick answers

**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

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

### Regulatory assets under management (Item 5.F)
- Total: $45,274,308
- Discretionary: $44,787,018
- Non-discretionary: $487,290

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 25 | $4,646,932 |
| High net worth individuals | 29 | $39,068,024 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $487,290 |
| Charitable organizations | Fewer than 5 | $1,059,657 |
| Corporations or other businesses not listed above | Fewer than 5 | $12,405 |

### 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)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: SC
- 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. Telos Capital Partners (CRD 331293): Form ADV filing data as of October 2026.