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They include 468 individual clients, 456 high-net-worth individuals, and 15 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 1 May 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Telos Capital Management offer?","answer":"Telos Capital Management provides financial planning, portfolio management for individuals and small businesses, and estate planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Telos Capital Management charge?","answer":"Telos Capital Management charges 1.00% a year for its TCM Managed Portfolios. The whole portfolio is charged at the rate of its band. The fee is billed in advance and is negotiable.","source":"TELOS CAPITAL MANAGEMENT, INC. FORM ADV PART 2A, filed 31 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Telos Capital Management use?","answer":"Telos Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $1.62B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 May 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Telos Capital Management have?","answer":"Telos Capital Management has 13 investment adviser representatives registered with state securities authorities, out of 19 employees, and 7 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Telos Capital Management invest in?","answer":"At the end of its last fiscal year, Telos Capital Management’s separately managed accounts held 68% exchange-traded equities, 22% investment grade corporate bonds, 4% state and local bonds, 3% cash and equivalents, 1% U.S. government and agency bonds, 1% registered funds (mutual funds, ETFs, BDCs) and 1% other. The 1% other category is described as: Non-Exchange-Traded Preferred Securities.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Telos Capital Management?","answer":"Telos Capital Management’s direct owners are Stefan Meierhofer (50% to 75%), Fairchild Family Trust U/A/D 4/6/14 (10% to 25%), Fairchild Family Trust U/A/D (10% to 25%), Jonathan Fairchild (10% to 25%) and Andrew Weld (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 1 May 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Telos Capital Management get paid?","answer":"Telos Capital Management is paid through a percentage of assets under management, hourly charges and other compensation. 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