Telos Capital Partners

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Client assets under management

$43,714,956

Clients

54% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$809,536

About

Telos Capital Partners serves individual and high‑net‑worth clients as well as pension and profit‑sharing plans, charitable organizations, and businesses. The firm provides investment management, financial planning, retirement plan consulting, and related services, and includes a bookkeeping offering as part of its wealth management engagements.

The adviser operates on a fee‑only basis and typically manages client portfolios on a discretionary basis using asset‑allocation principles that blend passive and active strategies, fundamental analysis, and modern portfolio theory. For execution and model‑based tax‑loss harvesting the firm has a sub‑advisory arrangement with a third‑party platform (55ip), and it advises qualified clients on alternative investments such as hedge funds, private equity, and real estate while limiting its direct authority to place client funds into those vehicles.

The firm is relatively new (registered in 2024) and runs a compact, multi‑disciplinary team that includes a licensed CPA and a CFP®‑credentialed advisor, which informs its tax‑aware planning and retirement‑plan consulting work. It applies a $2,000,000 account minimum (subject to waiver) and provides no‑additional‑charge bookkeeping for larger accounts, combining individual wealth management and employer plan services within a small advisor group.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Wealth management Business sale tax planning Cash flow / budgeting

Occupation focus

Founder/Business Owner

Fee options

Percentage

$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.80% $10,000,001 - $20,000,000: 0.70% $20,000,001+: Negotiable

Other

Account minimum: $2,000,000 Fee-only: Fee-only firm; no commissions or sales-related compensation received.

Main office location

Telos Capital Partners

863 Coleman Blvd., Suite B

Mount Pleasant SC 29464, United States

Number of offices

Most active in

South Carolina

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

(843) 867-4399

Advisors at this firm

George R

CFP®, Series 65

Mount Pleasant, SC

Telos Capital Partners

George Ramsay is a CFP® professional with six years of industry experience. He has worked at Telos Capital Partners since 2025 and previously held roles at Summit Financial and Capasso Planning Partners. His background also includes positions outside finance, such as at the College of Charleston and Lowcountry Urology. Telos Capital Partners serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering fee-only wealth management, financial planning, and retirement plan consulting. The firm employs a combined passive and active investment approach based on Modern Portfolio Theory and fundamental analysis, managing accounts primarily on a discretionary basis.

Wealth management Business sale tax planning Cash flow / budgeting Founder/Business Owner

James K

Series 65

Mount Pleasant, SC

Telos Capital Partners

James Kempson is a financial advisor at Telos Capital Partners with a Series 65 license and one year of industry experience. His prior roles include positions at Carr, Riggs & Ingram LLC, The Lanning Group LLC, and Baldwin & Associates LLC. Telos Capital Partners serves individuals, pension and profit-sharing plans, charitable organizations, and businesses by providing fee-only wealth management, financial planning, and retirement plan consulting. The firm employs an investment approach that combines passive and active strategies within an asset-allocation framework and offers additional services such as bookkeeping for high-net-worth clients.

Wealth management Business sale tax planning Cash flow / budgeting Founder/Business Owner

John H

Series 65, Series 66

Mount Pleasant, SC

Telos Capital Partners

John Huddleston is a financial advisor at Telos Capital Partners with nine years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Family Asset Management and King Street Wealth Management. Telos Capital Partners serves individuals, pension and profit-sharing plans, charitable organizations, and businesses by providing fee-only wealth management, financial planning, and retirement plan consulting. The firm employs a blend of passive and active investment strategies within an asset-allocation framework and offers services including discretionary portfolio management, financial plan coordination, and bookkeeping for high-net-worth clients.

Wealth management Business sale tax planning Cash flow / budgeting Founder/Business Owner

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