RIA Intel›Advisers›North Carolina›TELOS WEALTH MANAGEMENT, LLC

TELOS WEALTH MANAGEMENT, LLC

Advisory

NC

Data as of Aug 25, 2026 · Source: SEC Form ADV

Rank in NC
#428
of 516 advisers by AUM
Average account
$198K
across 442 accounts
AUM per adviser
$29M
3 advisers

Source: SEC Form ADV. Figures as filed Aug 25, 2026.

Total AUM
$88M
Discretionary %
99.4%
Clients
100
Employees
9

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$88M
Discretionary AUM$87M
Non-Discretionary AUM$500K
Discretionary %99.4%
Total Clients100
Team
Total Employees9
Investment Advisers3
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNC, OR, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NC

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

HATTERAS CAPITAL INVESTMENT MANAGEMENT, LLC
RALEIGH, NC
$88M
+68.9% 1Y
SPARTAN CAPITAL MANAGEMENT, LLC
$88M
TURNING POINT FINANCIAL, INC.
CHARLOTTE, NC
$88M
SHANKLAND FINANCIAL ADVISORS, LLC
HENDERSONVILLE, NC
$88M
+17.0% 1Y
WOLFBRIDGE FINANCIAL CORPORATION
DURHAM, NC
$89M
SINCLAIR, TOTTEN & DERINGER, INC.
$86M
-2.1% 1Y

Get the full picture on TELOS WEALTH MANAGEMENT, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track TELOS WEALTH MANAGEMENT, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans