RIA Intel›Advisers›South Carolina›TELOS CAPITAL PARTNERS, LLC

TELOS CAPITAL PARTNERS, LLC

Advisory

MOUNT PLEASANT, SC

Data as of Mar 2, 2026 · Source: SEC Form ADV

Average account
$304K
across 149 accounts
AUM per adviser
$15M
3 advisers

Source: SEC Form ADV. Figures as filed Mar 2, 2026.

Total AUM
$45M
Discretionary %
98.9%
Clients
54
Employees
3

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$45M
Discretionary AUM$45M
Non-Discretionary AUM$487K
Discretionary %98.9%
Total Clients54
Team
Total Employees3
Investment Advisers3
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InSC
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in SC

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

BATTERY WEALTH MANAGEMENT, INC.
MOUNT PLEASANT, SC
$45M
+29.0% 1Y
RINASCITA, LLC
$45M
MCGEHEE WEALTH ADVISORY GROUP, INC.
INDIAN LAND, SC
$45M
ATLANTIC RETIREMENT & WEALTH ADVISORS LLC
$45M
BAKER ASSET MANAGEMENT, LLC
$45M
ALTAMONT ADVISORS LLC
$46M

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