Telos Capital Partners

Public-record details

Address

863 Coleman Blvd., Suite B, Mount Pleasant, SC 29464

Phone

(843) 867-4399

Listed under

Financial planning, % of assets managed, Retirement plan consulting

Legal name

Telos Capital Partners, LLC

CRD number

331293

Registration

State registered: SC

Compensation (Form ADV 5.E)

Percentage of assets under management

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Financial planning; Portfolio management for individuals/small businesses; Pension consulting; Selection of other advisers

Regulatory assets under management

$45.3 million

Accounts managed

149

Clients reported (Form ADV 5.D)

54

Individual / high-net-worth clients

25 / 29

Employees

3

Other business activities (Form ADV 6.A)

None reported

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-03-02

State registered (SC) investment adviser, CRD 331293, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 331293 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.