TC
Telos Capital Partners, Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 331293
· Mount Pleasant, SC
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ADV data as of Mar 02, 2026
- Regulatory AUM
- $45.3M
- Discretionary
- $44.8M
- Clients
- 54
- Avg AUM / client
- $838K
- Accounts
- 149
- Employees
- 3
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 25 | $4.6M | 10.3% |
| High net worth individuals | 29 | $39.1M | 86.3% |
| Pension and profit sharing plans | Fewer than 5 clients | $487K | 1.08% |
| Charitable organizations | Fewer than 5 clients | $1.1M | 2.34% |
| Corporations and other businesses | Fewer than 5 clients | $12.4K | 0.03% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| James Kempson | Registered representative | Sep 2024 (2y) | ||
| John Briggs Huddleston | Registered representative | Sep 2024 (2y) | ||
| George Philp Ramsay | Registered representative | CFP | Jul 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/02/2026 | 1010 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $44.8M (99% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 02, 2026.
View current Form ADV (SEC/IAPD) ↗