RIA Intel›Advisers›North Carolina›TAELOS FINANCIAL PARTNERS LLC

TAELOS FINANCIAL PARTNERS LLC

Advisory

Data as of Jun 30, 2026 · Source: SEC Form ADV

Average account

$84K

across 131 accounts

AUM per adviser

$11M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 30, 2026.

Total AUM

$11M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$11M

Discretionary AUM$11M

Non-Discretionary AUM$415K

Discretionary %96.2%

Total Clients70

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNC

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

70 clients

2 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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

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