RIA Intel›Advisers›Michigan›TELEMUS CAPITAL, LLC

TELEMUS CAPITAL, LLC

Advisory

N·SOUTHFIELD, MI

Data as of Feb 2, 2024 · Source: SEC Form ADV

Total AUM

$3.0B

1-Year AUM Growth

0.0%

3-Year CAGR

-0.9%

Employees

24

Assets Under Management

Total AUM$3.0B

Discretionary AUM$2.4B

Non-Discretionary AUM$581M

Discretionary %80.5%

Total Clients—

Team

Total Employees24

Investment Advisers52

Employee Growth (1Y)—

Filing History

Total Filings on Record61

First FilingAug 29, 2013

Latest FilingFeb 2, 2024

🔒 Full AUM trend chart and 61 historical filings spanning 11+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on TELEMUS CAPITAL, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.