$11.1M Total AUM
$10.6M Disc. AUM
-- 3Y CAGR
1 Employees
70 ADV. Clients
4 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-01-2022
- Office Locations
- 1
Office Locations
-- Apex NC
About Taelos Financial Partners LLC
Taelos Financial Partners is an Apex, North Carolina-based advisory firm providing comprehensive financial planning, investment planning, and wealth & asset management for hardworking families and business owners. The firm also helps with business succession planning and integrated planning for business owners, with client access delivered via a Tamarac portal.
Team overview
-- AVG AGE
$11.1M AVG AUM / ADVISOR
$157.9K AVG AUM / CLIENT
4.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
J
JONATHAN BRIAN MORGAN
Chief Compliance Officer, Managing Member
- CRD
- #6813169
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,637,649 | -- |
| Non-Discretionary | $414,648 | -- |
| Total | $11,052,297 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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