# TAELOS FINANCIAL PARTNERS LLC

TAELOS FINANCIAL PARTNERS LLC is an SEC-registered investment adviser.

## Registration

- CRD: 320700
- Type: SEC-registered investment adviser
- Phone: 919-355-2155
- Latest filing: 2026-06-30
- Regulatory AUM: $11.1M
- Discretionary AUM: $10.6M
- Non-discretionary AUM: $415K
- Clients: 1
- Accounts: 131

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Corporations

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/320700/brochure
- Similar advisers: https://search.stillhousedata.com/firm/320700/similar
- Related entities: https://search.stillhousedata.com/firm/320700/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/320700

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.