# Telos Partners LLC

> Telos Partners LLC is an SEC-registered investment advisory firm in Avon, CT, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 30, 2026.

- CRD: 340922
- Filed as: TELOS PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Avon, CT
- Filing period: October 2026
- Form ADV filing dated: September 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/340922
- AdvisorCensus page: https://advisorcensus.com/firm/telos-partners-llc-avon-ct-340922

## Quick answers

**How is Telos Partners LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Telos Partners LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Telos Partners LLC located?**
Telos Partners LLC's principal office is in Avon, CT, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Telos Partners LLC registered with the SEC or a state?**
Telos Partners LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 340922.

**How much does Telos Partners LLC manage?**
Telos Partners LLC reports $139,462,878 in regulatory assets under management in its Form ADV filing dated September 30, 2026 (100% discretionary).

**What types of clients does Telos Partners LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (33); individuals (other than high net worth individuals) (32).

**Which custodians does Telos Partners LLC use?**
Telos Partners LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Interactive Brokers LLC as custodians holding 10% or more of its separately managed account assets.

**Does Telos 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 SEC record: https://adviserinfo.sec.gov/firm/summary/340922

**Does Telos Partners LLC state an account minimum?**
Its Form ADV Part 2A brochure dated July 29, 2026 says: "We do not have a minimum account size requirement to open or maintain an account."

**What changed in Telos Partners LLC's recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 3 to 4. Added an office in Brooklyn, NY. No longer lists an office in Cottonwood Heights, UT. Registered or notice-filed in NY, SC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated July 29, 2026)

- Account minimum: None

> We do not have a minimum account size requirement to open or maintain an account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Interactive Brokers LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $139,462,878
- Discretionary: $139,462,878
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 32 | $12,649,484 |
| High net worth individuals | 33 | $126,813,394 |

### 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2026 (0 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, NY, SC, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Brooklyn, NY

### Websites listed on Form ADV (Item 1.I)
- teloswealthpartners.com

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 3 to 4.
- Added an office in Brooklyn, NY.
- No longer lists an office in Cottonwood Heights, UT.
- Registered or notice-filed in NY, SC.

### August 2026
- Regulatory assets under management went from $0 to $139,462,878.

### May 2026
- Newly registered with the SEC.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Telos Partners LLC (CRD 340922): Form ADV filing data as of October 2026.