Telos Capital Management, Inc.

Telos Capital Management, Inc. (CRD# 149108) is a financial advisory firm headquartered in San Diego, CA. They manage $395,646,066 in 1,075 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    396
    MILLION
  • Total Number of Accounts
    1,075
    ACCOUNTS
  • Average Account Value
    $368,043
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, FL, HI, IL, NH, TX

Financial Advisors at Telos Capital Management, Inc.
Showing 1 - 10 of 10 top financial advisors.
1
Michelle L. Packer
CRD#: 5837808
12121 Scripps Summit Drive, Suite 350, San Diego, CA 92131
103
Wealthminder
score
Michelle Packer (CRD# 5837808) is an Investment Advisor Representative working at Telos Capital Management, Inc. in San Diego, CA and has over 5 years of experience in the finance industry. Michelle Packer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
2
Warren E. Binstock
CRD#: 4286617
12121 Scripps Summit Drive, Suite 350, San Diego, CA 92131
96
Wealthminder
score

Warren Binstock (CRD# 4286617) is an Investment Advisor Representative working at Telos Capital Management, Inc. in San Diego, CA and has over 14 years of experience in the finance industry. Warren Binstock has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Jeremy E. Chaffin
CRD#: 2702397
12121 Scripps Summit Drive, Suite 350, San Diego, CA 92131
96
Wealthminder
score

Jeremy Chaffin (CRD# 2702397) is an Investment Advisor Representative working at Telos Capital Management, Inc. in San Diego, CA and has over 20 years of experience in the finance industry. Jeremy Chaffin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Charles F. Chamberlin
CRD#: 3002808
12121 Scripps Summit Drive, Suite 350, San Diego, CA 92131
96
Wealthminder
score

Charles Chamberlin (CRD# 3002808) is an Investment Advisor Representative working at Telos Capital Management, Inc. in San Diego, CA and has over 18 years of experience in the finance industry.

5
Stefan Meierhofer
CRD#: 2115042
12121 Scripps Summit Drive, Suite 350, San Diego, CA 92131
96
Wealthminder
score

Stefan Meierhofer (CRD# 2115042) is an Investment Advisor Representative working at Telos Capital Management, Inc. in San Diego, CA and has over 25 years of experience in the finance industry. Stefan Meierhofer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Andrew W. Weld
CRD#: 4808244
12121 Scripps Summit Drive, Suite 350, San Diego, CA 92131
96
Wealthminder
score

Andrew Weld (CRD# 4808244) is an Investment Advisor Representative working at Telos Capital Management, Inc. in San Diego, CA and has over 12 years of experience in the finance industry.

7
Jonathan P. Fairchild
CRD#: 4297762
12121 Scripps Summit Drive, Suite 350, San Diego, CA 92131
93
Wealthminder
score

Jonathan Fairchild (CRD# 4297762) is an Investment Advisor Representative working at Telos Capital Management, Inc. in San Diego, CA and has over 16 years of experience in the finance industry.

8
Bruce D. Sherman
CRD#: 3171991
La Mesa, CA
93
Wealthminder
score

Bruce Sherman (CRD# 3171991) is an Investment Advisor Representative working at Telos Capital Management, Inc. in La Mesa, CA and has over 17 years of experience in the finance industry.

9
Randall L. Whitfield
CRD#: 3009756
Valencia, CA
93
Wealthminder
score

Randall Whitfield (CRD# 3009756) is an Investment Advisor Representative working at Telos Capital Management, Inc. in Valencia, CA and has over 18 years of experience in the finance industry.

10
Ryan J. Beckham
CRD#: 6042209
12121 Scripps Summit Drive, Suite 350, San Diego, CA 92131
92
Wealthminder
score

Ryan Beckham (CRD# 6042209) is an Investment Advisor Representative working at Telos Capital Management, Inc. in San Diego, CA and has over 2 years of experience in the finance industry.

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