Telos Capital Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
Fee options
$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
Account minimum: $2,000,000 Fee-only: Fee-only firm; no commissions or sales-related compensation received.
Main office
863 Coleman Blvd., Suite B
Mount Pleasant SC 29464
Advisors at this office
3
Most active in
South Carolina
Also doing business as
Telos Capital Partners · Telos Capital Partners, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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.
James K
Series 65
Mount Pleasant, SC
Telos Capital Partners
James Kempson is a financial advisor at Telos Capital Partners with a Series 65 credential and two years of industry experience. He previously worked at Carr, Riggs, & Ingram LLC, The Lanning Group LLC, and Baldwin & Associates LLC. Telos Capital Partners serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses, offering investment management, financial planning, retirement plan consulting, and bookkeeping services. The firm operates on a fee-only basis and employs a discretionary investment approach that integrates passive and active strategies, fundamental analysis, and modern portfolio theory.
John H
Series 65, Series 66
Mount Pleasant, SC
Telos Capital Partners
John Huddleston is a financial advisor at Telos Capital Partners with 10 years of industry experience. He holds Series 65 and Series 66 designations and previously worked at Family Asset Management, LLC and King Street Wealth Management Ltd. Co. Telos Capital Partners serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses, providing investment management, financial planning, and retirement plan consulting. The firm operates on a fee-only basis, blending passive and active strategies with a tax-aware, multidisciplinary approach.
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