DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Telos Partners LLC

Independent wealth managerAvon, ConnecticutCRD 340922SEC 801-136053websiteIAPD
Latest filing Jul 29, 2026
First filing on the tape Apr 24, 2026 · 3 filings
SEC status approved since Apr 29, 2026
RAUM
$139M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$139M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$46.5M
derived; firm RAUM over IAPD count
Employees
3
3 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
3 filings and snapshots on the tape
RAUM$139M as of Jul 29, 2026
Apr 24, 2026$0 then
HNW client RAUM: $127M
State-registered IARs (5.B.3)3 as of Jul 29, 2026
Apr 24, 20263 then
Employees (5.A)3 as of Jul 29, 2026
Apr 24, 20263 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Jul 29, 2026; every figure names its basis
RAUM per advisor
$46.5MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
22derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$3.8MderivedHNW RAUM over HNW clients
Average account
$514,623derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.0derivedItem 5.A over advisors
Advisors per office
1.5derived2 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisers, educational seminarsreportedItem 5.G
Custody
yesreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$127M91%
  • Individuals$12.6M9.1%
Individual clients
32reported
HNW clients
33reported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
271reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
$0 for 0 clientsreported
Compensation
% of AUM, fixed, hourlyreported
Class basis
private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Nicholas Brian SteckleinCertified Financial PlannerLehi, UtApr 29, 202610 y4
Christopher Forrest StevensonChartered Financial AnalystAvon, CtApr 29, 202613 y2
Peter Fergus HughesChartered Financial AnalystCottonwood Heights, UtMay 6, 202621 y2
Advisor movement
0 left, 3 joined in 12 months
net +3 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
    Joined, latest
    Every departureEvery arrival
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    • Fergus Peter Hughes · Managing Partner And Chief Compliance Officercontrol
      since 02/2026 · owns less than 5%
    • Forrest Christopher Stevenson · Managing Partner & Senior Advisorcontrol
      since 02/2026 · owns less than 5%
    Entity owners
    • Evolve Investing LLC · Owner
      direct · owns 50% to 75%
    • Forrest Financial Partners LLC · Owner
      direct · owns 50% to 75%
    Related persons
    Schedule D 7.A
    No related person reported.
    Offices
    Schedule D 1.F, the 25 largest
    No branch office listed.
    What changed
    consecutive filings, newest first
    • Accounts · 0 to 271
      May 29, 2026 to Jul 29, 2026
    • HNW clients · unset to 33.0
      May 29, 2026 to Jul 29, 2026
    • Individual clients · unset to 32.0
      May 29, 2026 to Jul 29, 2026
    • Insurance-licensed employees · 2 to 0
      May 29, 2026 to Jul 29, 2026
    • Discretionary RAUM · $0 to $139M
      May 29, 2026 to Jul 29, 2026
    • HNW RAUM · unset to 126813394.0
      May 29, 2026 to Jul 29, 2026
    • Individual RAUM · unset to 12649484.0
      May 29, 2026 to Jul 29, 2026
    • RAUM · $0 to $139M
      May 29, 2026 to Jul 29, 2026
    • Related adviser · true to false
      May 29, 2026 to Jul 29, 2026
    Signals
    No event on the tape.
    Across DFX
    shared identifiers only, never a name match
    No identifier-backed link to the venture, private equity, family office or sponsor graphs.
    How to reach
    public business contact points only, each with its source
    Website
    teloswealthpartners.comreportedpublic record, Form ADV, Sep 17, 2026
    Principal office phone
    (646)907-9424reportedpublic record, Form ADV, Jul 29, 2026
    Provenance
    Form ADV
    SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
    Advisors
    IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
    Class
    Independent wealth managerderiveda rule over Items 5.D and 7.A
    RAUM per advisor
    $46.5Mderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026