AUMdb

Tetelestai Capital, Llc

State-registered Wealth Manager · Boutique (under $100M) CRD 313534 · · tetelestaicapital.com
☆ Save with Pro ADV data as of Feb 22, 2026
Regulatory AUM
$704K
Discretionary
$704K
Clients
12
Avg AUM / client
$58.7K
Accounts
12
Employees
5

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 10 $551K 78.3%
High net worth individuals 2 $153K 21.7%

People (1)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Evan James Glover Registered representative Apr 2021 (5y)

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)

FormPeriodSize
Form ADV (full filing) 02/22/2026 988 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
  • Fixed fees

Services

  • Financial planning services
  • Portfolio management for individuals/small businesses
  • Other services

Custody

Reported custodians

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports it does not have 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: Feb 22, 2026.

View current Form ADV (SEC/IAPD) ↗