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TELOS CAPITAL MANAGEMENT, INC.

SAN DIEGO, CA · CRD 149108 · IAPD ↗ · (858) 271-6350

$1.63BRegulatory AUM
7Advisory reps
19Employees
0Clients
26-50Planning clients
0Private funds
16States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
January 2026 — TELOS CAPITAL MANAGEMENT, INC. notice-filed in MO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
December 2024 — TELOS CAPITAL MANAGEMENT, INC. notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
October 2024 — TELOS CAPITAL MANAGEMENT, INC. notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
March 2024 — TELOS CAPITAL MANAGEMENT, INC. notice-filed in NM, OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.