Best Investors
Account
Sign in
Best Investors
Account
Sign in
Telos Capital Management, Inc. CRD 149108
$1.63B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
13480 Evening Creek Drive North Suite 250, San Diego, CA 92128-4310 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-21 |
Branch Locations
13480 Evening Creek Drive North Suite 250, San Diego, CA 92128-4310 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chamberlain Group | Irvine | CA | 06/2012 | 01/2026 |
| Spire Securities, Llc | Irvine | CA | 10/2012 | 10/2025 |
| Spire Wealth Management, Llc | Irvine | CA | 11/2014 | 10/2025 |
| Vanderbilt Securities, Llc | Woodbury | NY | 10/2025 | 01/2026 |
| Vanderbilt Advisory Services | Woodbury | NY | 10/2025 | 01/2026 |
| Telos Capital Management | San Diego | CA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-07-18 |
| S66 | Uniform Combined State Law Examination | 2014-11-25 |
Reach out to this advisor