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- Custodian
- Charles Schwab & Company · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-07-2009
- Office Locations
- 4
Office Locations
About Telos Capital Management, Inc.
Telos Capital Management is a flat-fee, no-commission fiduciary RIA providing investment management and in-depth financial planning, including retirement planning and risk management. The firm supports growth- and income-focused strategies and builds portfolios primarily with ETFs and fixed income, tailoring recommendations as clients’ goals and life circumstances change, with a client focus that includes retirees.
Team overview
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CRM
Custodian
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
STEFAN MEIERHOFER
Chief Executive Officer, DIRECTOR, President
- CRD
- #2115042
- Ownership
- 50% but less than 75%
JONATHAN PAUL FAIRCHILD
Vice President
- CRD
- #4297762
- Ownership
- 10% but less than 25%
Showing 2 of 4 owners & executives
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RYAN J BECKHAM
Portfolio Manager
- CRD
- #6042209
WARREN ELLIOT BINSTOCK
Financial Advisor, Vice President
- CRD
- #4286617
Showing 2 of 14 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,625,227,036 | $657,720 |
| Non-Discretionary | $0 | -- |
| Total | $1,625,227,036 | $657,720 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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