RIA Intel›Advisers›California›FINANCIAL TELESIS COMPANY

FINANCIAL TELESIS COMPANY

Advisory

SOLVANG, CA

Data as of Mar 27, 2026 · Source: SEC Form ADV

Rank in CA
#4,202
of 5,480 advisers by AUM
Average account
$244K
across 91 accounts
AUM per adviser
$22M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM
$22M
Discretionary %
100%
Clients
57
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$22M
Discretionary AUM$22M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients57
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

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+38.4% 1Y
CROSSMARKET CAPITAL, LLC
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$22M
FSI CAPITAL HOLDINGS, LLC
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$22M
-83.9% 1Y
MWM 1835, LLC
LA JOLLA, CA
$22M
-78.7% 1Y

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