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- Custodian
- Charles Schwab & Company · Empower · Fidelity/NFS · Principal · Tiaa
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-08-2024
- Office Locations
- 3
Office Locations
About Telos Wealth Advisors
Telos Wealth Advisors is a North Carolina RIA with a planning-first approach, combining wealth management with in-house tax, accounting, and insurance support for individuals, families, and business owners. The firm focuses on personal and business financial planning and retirement strategies alongside portfolio management, commonly implemented with public funds and ETFs. Custody includes Charles Schwab.
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Investment Vehicles
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Owner & Executives
SAMUEL MCCULLOH CRUMP
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #5978992
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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DAWN EDYTHE CAMPBELL
Executive
- CRD
- #2214340
SAMUEL MCCULLOH CRUMP
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #5978992
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $87,110,000 | -- |
| Non-Discretionary | $500,000 | -- |
| Total | $87,610,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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