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TELEO CAPITAL MANAGEMENT LLC

BOISE, ID · CRD 307203 · IAPD ↗ · teleocapital.com · 424-323-3992

$894.1MRegulatory AUM
15Advisory reps
26Employees
0Clients
n/aPlanning clients
8Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

49
April 2026 — TELEO CAPITAL MANAGEMENT LLC reported RAUM up 32% ($679.7M -> $894.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
53
April 2025 — TELEO CAPITAL MANAGEMENT LLC now reports custody of client assets ($679.7M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
55
April 2024 — TELEO CAPITAL MANAGEMENT LLC crossed $500M in regulatory AUM ($423.7M -> $572.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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