# Telos Solutions

> Telos Solutions is a state-registered investment advisory firm, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 17, 2026.

- CRD: 165154
- Filed as: TELOS SOLUTIONS
- Legal name: Telos Solutions Group, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Minnesota
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/165154
- AdvisorCensus page: https://advisorcensus.com/firm/telos-solutions-165154

## Quick answers

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

**Is Telos Solutions registered with the SEC or a state?**
Telos Solutions is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 165154.

**How much does Telos Solutions manage?**
Telos Solutions reports $33,041,850 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (0% discretionary).

**What types of clients does Telos Solutions serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (10); high net worth individuals (8).

**Does Telos Solutions 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/165154

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $33,041,850
- Discretionary: $0
- Non-discretionary: $33,041,850

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10 | $1,724,685 |
| High net worth individuals | 8 | $31,317,165 |

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

### Firm details
- Registered since: 2012 (13 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Telos Solutions (CRD 165154): Form ADV filing data as of October 2026.