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Randall Lynn Whitfield

Telos Capital Management, INC.
22 Years of Experience
View SEC Summary
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Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Telos Capital Management, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
913 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:$250K
Financial Planning:Included in AUM fee

Location

13480 Evening Creek Drive North, Suite 250, San Diego, CA, 92128-4310

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Telos Capital Management, INC.
December 2014 - Present · 11 yrs 2 mos
Previous Registrations
Check Capital Management INC
April 2013 - November 2014 · 1 yr 7 mos
Charles Schwab & CO., INC.
September 1999 - July 2009 · 9 yrs 10 mos
State Registrations2 states
CAOR
Advisor
Exams
No exam information available for this advisor.