Telos Capital Management, Inc.
- Regulatory AUM
- $1.6B
- Discretionary
- $1.6B
- Clients
- 956
- Avg AUM / client
- $1.7M
- Accounts
- 2,471
- Employees
- 19
AUM over time
Annual snapshots from Form ADV filings · as of May 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 468 | $204M | 12.5% |
| High net worth individuals | 456 | $1.4B | 84.2% |
| Pension and profit sharing plans | 8 | $10.7M | 0.66% |
| Charitable organizations | 9 | $32.0M | 1.97% |
| Corporations and other businesses | 15 | $11.0M | 0.68% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Scpmg Keogh Plan Southern California Permanente Medical Group | 2024 |
People (14)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Stefan Meierhofer | Director/President/Ceo | CFP CFA | Jan 2009 (18y) | 50% – 75% |
| Andrew Winslow Weld | Director/Chief Investment Officer | CFA | Jan 2009 (18y) | 10% – 25% |
| Jonathan Paul Fairchild | Director, Trustee Of The Fairchild Family Trust U/A/D 4/6/14 | Sep 2011 (15y) | 10% – 25% | |
| Watson, Kureyn, E | Chief Compliance Officer | Jan 2021 (6y) | Less than 5% | |
| Bruce David Sherman | Registered representative | Jan 2009 (18y) | ||
| Charles Frederick Chamberlin | Registered representative | CFA | Jan 2009 (18y) | |
| Jeremy Elliott Chaffin | Registered representative | CFP | Jan 2014 (13y) | |
| Ryan J Beckham | Registered representative | CFP CFA | Feb 2014 (12y) | |
| Randall Lynn Whitfield | Registered representative | Dec 2014 (12y) | ||
| Warren Elliot Binstock | Registered representative | CFP | Apr 2015 (11y) | |
| Michael Ray Whitehurst | Registered representative | CFA | May 2019 (7y) | |
| Aaron Michael Kaplan | Registered representative | CFP | Nov 2023 (3y) | |
| Timothy Thomas Drake | Registered representative | CFP | Jan 2026 (1y) | |
| Jamie Lynn Noriega | Registered representative | Mar 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Fairchild Family Trust U/A/D 4/6/14 | Shareholder | Mar 2014 | A | 10% – 25% |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
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.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Scpmg Keogh Plan | Southern California Permanente Medical Group | 11,088 | $7.9B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/01/2026 | 952 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
- • Hourly charges
- • Other fees
- • ESTATE PLANNING SERVICES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $1.6B (100% of AUM) May 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: May 01, 2026.
View current Form ADV (SEC/IAPD) ↗