Telos Capital Management, Inc.

Telos Capital Management, Inc. (CRD# 149108) is a financial advisory firm headquartered in San Diego, CA. They manage $1,101,816,993 in 2,117 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,102
    MILLION
  • Total Number of Accounts
    2,117
    ACCOUNTS
  • Average Account Value
    $520,462
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
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, HI, ID, MA, NE, NH, NM, NV, OR, TX, WA

Financial Advisors at Telos Capital Management, Inc.
Showing 1 - 10 of 15 top financial advisors.
1
Ryan J. Beckham
CRD#: 6042209
13480 Evening Creek Drive North, Suite 250, San Diego, CA 92128

Ryan Beckham (CRD# 6042209) is an Investment Advisor Representative working at Telos Capital Management, Inc. in San Diego, CA and has over 10 years of experience in the finance industry.

2
Warren E. Binstock
CRD#: 4286617
13480 Evening Creek Drive North, Suite 250, San Diego, CA 92128

Warren Binstock (CRD# 4286617) is an Investment Advisor Representative working at Telos Capital Management, Inc. in San Diego, CA and has over 22 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
13480 Evening Creek Drive North, Suite 250, San Diego, CA 92128

Jeremy Chaffin (CRD# 2702397) is an Investment Advisor Representative working at Telos Capital Management, Inc. in San Diego, CA and has over 27 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
13480 Evening Creek Drive North, Suite 250, San Diego, CA 92128

Charles Chamberlin (CRD# 3002808) 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.

5
Jonathan P. Fairchild
CRD#: 4297762
13480 Evening Creek Drive North, Suite 250, San Diego, CA 92128

Jonathan Fairchild (CRD# 4297762) is an Investment Advisor Representative working at Telos Capital Management, Inc. in San Diego, CA and has over 23 years of experience in the finance industry.

6
Zachary P. Herbert
CRD#: 5181960
Waco, TX

Zachary Herbert (CRD# 5181960) is an Investment Advisor Representative working at Telos Capital Management, Inc. in Waco, TX and has over 17 years of experience in the finance industry.

7
Stefan Meierhofer
CRD#: 2115042
13480 Evening Creek Drive North, Suite 250, San Diego, CA 92128

Stefan Meierhofer (CRD# 2115042) is an Investment Advisor Representative working at Telos Capital Management, Inc. in San Diego, CA and has over 32 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.

8
Michelle L. Packer
CRD#: 5837808
13480 Evening Creek Drive North, Suite 250, San Diego, CA 92128
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.
9
Daniel J. Reed
CRD#: 4331891
450 B Street Suite 1400, San Diego, CA 92101

Daniel Reed (CRD# 4331891) is an Investment Advisor Representative working at Telos Capital Management, Inc. in San Diego, CA and has 1 year of experience in the finance industry.

10
Bruce D. Sherman
CRD#: 3171991
La Mesa, CA

Bruce Sherman (CRD# 3171991) is an Investment Advisor Representative working at Telos Capital Management, Inc. in La Mesa, CA and has over 25 years of experience in the finance industry.

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