T
$45.3M Total AUM
$44.8M Disc. AUM
-- 3Y CAGR
3 Employees
54 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-06-2024
- Office Locations
- 1
Office Locations
863 Coleman Blvd. Suite B Mount Pleasant SC
About Telos Capital Partners
Telos Capital Partners is a Mount Pleasant-based RIA. The firm has been operating for 1 years. Managing $45.3M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
35 AVG AGE
$15.1M AVG AUM / ADVISOR
$838.4K AVG AUM / CLIENT
1.6 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
1yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
J
JOHN BRIGGS HUDDLESTON
Co-Owner
- CRD
- #5608156
- Ownership
- 50% but less than 75%
Available
Available
Available
J
James Kempson
Associate, Chief Compliance Officer, Co-Owner
- CRD
- #7920116
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $44,787,018 | -- |
| Non-Discretionary | $487,290 | -- |
| Total | $45,274,308 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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