MW
CFA
MW
CFA

Michael Ray Whitehurst

28 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
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
Loading...

Location

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

Get directions

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.

Learn about disclosures →
Other Business Activities

Michael is the Treasurer/Officer of the board of trustees for the Cabrillo National Monument Foundation since October 2021. He dedicates minimal time to this volunteer work, including during trading hours.

Employment History
Current Registrations
Telos Capital Management, INC.
May 2019 - Present · 6 yrs 9 mos
Previous Registrations
Mccuen & CO INC
July 1997 - June 2020 · 22 yrs 11 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.