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Peter Fergus Hughes

Telos Partners LLC

Cottonwood Heights, UT

CRD 4887882

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Employer firm

Telos Partners LLC CRD 340922

$139M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Telos Partners Llc

124 Simsbury Rd Bldg 1 Ste 202, Avon, CT 06001 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-05-06
  • UT RA
    APPROVED
    Since 2026-05-06

Branch Locations

Cottonwood Heights, UT • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Self-Employed, Finance Brooklyn NY 06/2015 05/2020
Peter Hughes Performance Coaching Topanga CA 05/2018 Present
Evolve Investing Llc Topanga CA 04/2020 07/2026
Forrest Financial Partners Llc Avon CT 10/2024 07/2026
Telos Partners Llc Cottonwood Heights UT 02/2026 Present
Previous Registrations
Other Businesses

1.) Peter Hughes is the sole owner of Peter Hughes Consulting, a separate and unaffiliated entity. This activity accounts for approximately 10% of his time during trading hours. As a Consultant, Mr. Hughes helps value companies, helps implement business improvement processes, and advises business owners with respect to bringing their company to market and negotiating the appropriate price. This creates a conflict of interest because Mr. Hughes has an incentive to refer clients between Peter Hughes Consulting and EI, although neither party receives compensation for client referrals. To mitigate the existence of this conflict, as a fiduciary Mr. Hughes has a duty to act solely in the best interests of each client and will only recommend services appropriate to the client's circumstances. Clients are under no obligation to act upon the recommendations. In addition, clients utilizing services of both entities will engage and remit payment to each business separately. 2.) Peter Hughes is the sole owner of Peter Hughes Coaching, a separate and unaffiliated entity. This activity accounts for approximately less than 5% of his time during trading hours. As a Performance & Life Coach, Mr. Hughes helps people identify areas where they feel stuck, out of alignment, or unfulfilled, and together they work on those areas to break through limiting beliefs, restore balance, and achieve meaningful goals with specific, measurable outcomes. Areas of focus include alleviating burnout, navigating transitions, and strengthening relationships. This creates a conflict of interest because Mr. Hughes has an incentive to refer clients between Peter Hughes Performance Coaching and EI, although neither party receives compensation for client referrals. To mitigate the existence of this conflict, as a fiduciary Mr. Hughes has a duty to act solely in the best interests of each client and will only recommend services appropriate to the client's circumstances. Clients are under no obligation to act upon the recommendations. In addition, clients utilizing services of both entities will engage and remit payment to each business separately. 3.) Peter Hughes is also a 50% owner of Talon Real Estate LLC a separate and unaffiliated entity. This activity accounts for less than 5% of his time during trading hours. As a managing member of Talon Real Estate LLC, Mr. Hughes collects rental income from an owned property.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2005-01-14
  • S63 Uniform Securities Agent State Law Examination
    2005-01-14
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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