{"url":"https://nivawealth.com/firms/telos-partners-340922","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/340922","regulatoryAum":139462878,"crd":"340922","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"3077548","suffix":null,"lastName":"CABANISS","firstName":"BRANDON","middleName":"RIVERS"},{"crd":"4887882","suffix":null,"lastName":"HUGHES","firstName":"PETER","middleName":"FERGUS"},{"crd":"6827498","suffix":null,"lastName":"Stecklein","firstName":"Nicholas","middleName":"Brian"},{"crd":"7689080","suffix":null,"lastName":"Stevenson","firstName":"Christopher","middleName":"Forrest"}],"total":4,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-136053","legalName":"Telos Partners LLC","displayName":"Telos Partners","slug":"telos-partners-340922","website":"https://teloswealthpartners.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/340922/830d20dc97792cc9-r1.webp","tone":"light","width":381,"height":200,"sourceUrl":"https://www.teloswealthpartners.com/","sourceLabel":"Telos Partners LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Connecticut limited liability company","fiscalYearEnd":"December","headquarters":{"street":"124 Simsbury RD, BLDG 1 Ste 202","city":"Avon","state":"CT","stateName":"Connecticut","country":"United States","postalCode":"06001"},"tradeNames":[],"registration":{"secApproved":"29 April 2026","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":2145582.7384615387,"staff":{"employees":4,"advisory":4,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":139462878,"discretionary":139462878,"discretionaryAccounts":271,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":32,"regulatoryAum":12649484},{"label":"High-net-worth individuals","clients":33,"regulatoryAum":126813394}],"feePrograms":[{"role":"main","program":"Investment Management Services","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1060588","versionId":1060588,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-10-08","documentName":"ADV PART 2A","fee_rate_low":0.4,"fee_rate_high":1.25,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Family Office Consulting","summary":"Ongoing fee of $140,000 to $240,000 annually, determined by work and complexity; may be asset-based, fixed, or a combination.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1060588","versionId":1060588,"submittedOn":"2026-10-08","documentName":"ADV PART 2A"},{"role":"other","program":"Hourly Consulting","summary":"Hourly consulting is offered at $500 per hour, negotiable at the firm's discretion, billed monthly in arrears.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1060588","versionId":1060588,"submittedOn":"2026-10-08","documentName":"ADV PART 2A"},{"role":"other","program":"Ongoing Comprehensive Financial Planning","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1060588","versionId":1060588,"submittedOn":"2026-10-08","documentName":"ADV PART 2A"},{"role":"other","program":"Project-Based Financial Planning","summary":"Fixed fee of $8,000 to $20,000 per project, partly in advance and the remainder on completion.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1060588","versionId":1060588,"submittedOn":"2026-10-08","documentName":"ADV PART 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T18:15:34.841305+00:00","documents":[{"name":"ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1060588","versionId":1060588,"submittedOn":"2026-10-08"}]},"custodians":[{"name":"Interactive Brokers LLC","shortName":"Interactive Brokers","location":"Greenwich, CT","smaAssets":17547332},{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":121915547}],"custodyNote":"Telos Partners has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Peter Hughes","title":"Managing Partner and Chief Compliance Officer","crd":"4887882"},{"name":"Christopher Stevenson","title":"Managing Partner & Senior Advisor","crd":"7689080"}],"ownership":[{"label":"Evolve Investing LLC","detail":"Owner in the 50% to 75% ownership band, since April 2020."},{"label":"Forrest Financial Partners LLC","detail":"Owner in the 50% to 75% ownership band, since January 2023."},{"label":"Peter Hughes","detail":"Indirect owner: a principal and cco of Evolve Investing LLC in the 75% or more band and a control person, since April 2020.","parent":"Evolve Investing LLC"},{"label":"Christopher Stevenson","detail":"Indirect owner: a managing partner, cco, iar of Forrest Financial Partners LLC in the 75% or more band and a control person, since January 2023.","parent":"Forrest Financial Partners LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Connecticut","offices":1,"addresses":[{"street":"124 Simsbury RD, BLDG 1 Ste 202","city":"Avon","headquarters":true}]},{"state":"New York","offices":1,"addresses":[{"street":"25 Kent Ave.","city":"Brooklyn"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"646-907-9424","stateRegisteredReps":4,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Selection of other advisers (including private fund managers)","Educational seminars/workshops"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":83},{"label":"Non-investment grade corporate bonds","percent":10},{"label":"Securities issued by registered investment companies or business development companies","percent":6},{"label":"Cash and cash equivalents","percent":1}],"privateFunds":0},"sources":{"adv1FilingDate":"30 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/340922/PDF/340922.pdf","brochureDate":"8 October 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1060588","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Telos Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Telos Partners offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Telos Partners charge?","answer":"Telos Partners charges 0.40%–1.25% a year for its Investment Management Services. The fee is billed in arrears and is negotiable.","source":"ADV PART 2A, filed 8 October 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Telos Partners use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Telos Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Telos Partners invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Telos Partners?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Telos Partners get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Telos Partners?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 30 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}