Telos Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, and educational seminars.
Telos Partners reports 65 clients. They include 33 high-net-worth individuals and 32 individual clients. Of its assets, 100.0% ($139M across 271 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 49% | 9% |
| High-net-worth individuals | 51% | 91% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 32 | $12.6M | 9.1% | $395K |
| High-net-worth individuals | 33 | $127M | 90.9% | $3.84M |
| Total | 65 | $139M | 100% | $2.15M |
- Clients
- 32
- Regulatory AUM
- $12.6M
- AUM share
- 9.1%
- Avg. per client
- $395K
- Clients
- 33
- Regulatory AUM
- $127M
- AUM share
- 90.9%
- Avg. per client
- $3.84M
Total
- Clients
- 65
- Regulatory AUM
- $139M
- AUM share
- 100%
- Avg. per client
- $2.15M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Telos Partners charges 0.40%–1.25% a year for its Investment Management Services. The fee is billed in arrears and is negotiable. The brochure also prices 4 other services, listed under fee details.
Fee details and sources
Other fees
- Family Office Consulting
- Ongoing fee of $140,000 to $240,000 annually, determined by work and complexity; may be asset-based, fixed, or a combination.
- Hourly Consulting
- Hourly consulting is offered at $500 per hour, negotiable at the firm's discretion, billed monthly in arrears.
- Ongoing Comprehensive Financial Planning
- Initial plan fee of no greater than $12,500, then a recurring fixed fee of $3,600 to $18,000 annually, paid monthly or quarterly in arrears.
- Project-Based Financial Planning
- Fixed fee of $8,000 to $20,000 per project, partly in advance and the remainder on completion.
Evolve Investing LLC owns 50% to 75% of Telos Partners and is in turn owned by Peter Hughes (75% or more). The leadership team of Telos Partners includes Chief Compliance Officer Peter Hughes. It has 4 employees.
Staff
- 4 employees
- 4 in advisory functions
- 4 state-registered reps
- Owns 50% to 75% of Telos Partners LLC
Evolve Investing LLC
since April 2020
- Owns 75% or more of Evolve Investing LLC
Peter Hughes
Control person · since April 2020
- Owns 50% to 75% of Telos Partners LLC
Forrest Financial Partners LLC
since January 2023
- Owns 75% or more of Forrest Financial Partners LLC
Christopher Stevenson
Control person · since January 2023
Besides its headquarters, Telos Partners has 1 office, with 2 listed addresses across 2 states.
Connecticut · 1 listed address
- 124 Simsbury RD, BLDG 1 Ste 202, AvonHQ
New York · 1 listed address
- 25 Kent Ave., Brooklyn
Contact and registration details
- Legal name
- Telos Partners LLC
- Headquarters
- 124 Simsbury RD, BLDG 1 Ste 202, Avon, CT 06001
- Website
- teloswealthpartners.com
- Phone
- 646-907-9424
- SEC file
- 801-136053
- Structure
- Connecticut LLC
- Fiscal year end
- December
Telos Partners’ named custodians for separately managed accounts are Charles Schwab ($122M, 87%) and Interactive Brokers ($17.5M, 13%). Telos Partners has custody of client assets.
The filed custodian amounts total more than regulatory assets under management. Each amount is shown as filed.
- Interactive BrokersInteractive Brokers LLC · Greenwich, CT · $17.5M13%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $122M87%
At year end, Telos Partners’ separately managed accounts were mostly in stocks (83%) and bonds (10%).
What the accounts hold
- Stocks83%
- Funds6%
- Bonds10%
- Cash1%
How many clients does Telos Partners have?
Telos Partners has 65 clients and manages $139 million for them, as of September 2026. They include 33 high-net-worth individuals and 32 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 September 2026
What services does Telos Partners offer?
Telos Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Telos Partners charge?
Telos Partners charges 0.40%–1.25% a year for its Investment Management Services. The fee is billed in arrears and is negotiable.
Which custodians does Telos Partners use?
Telos Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $122M and Interactive Brokers LLC (Greenwich, CT), with $17.5M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 September 2026
How many financial advisors does Telos Partners have?
Telos Partners has 4 investment adviser representatives registered with state securities authorities, out of 4 employees, and 4 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
What does Telos Partners invest in?
At the end of its last fiscal year, Telos Partners’ separately managed accounts held 83% exchange-traded equities, 10% high-yield corporate bonds, 6% registered funds (mutual funds, ETFs, BDCs) and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Telos Partners?
Telos Partners is owned through holding companies by Peter Hughes and Christopher Stevenson. Its direct owners are Evolve Investing LLC (50% to 75%) and Forrest Financial Partners LLC (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 30 September 2026
How does Telos Partners get paid?
Telos Partners is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Telos Partners?
Telos Partners’ main office is at 124 Simsbury RD, BLDG 1 Ste 202, Avon, CT 06001. Its phone number is 646-907-9424. Its website is teloswealthpartners.com.
