TAELOS FINANCIAL PARTNERS LLC

TAELOS FINANCIAL PARTNERS LLC is an SEC-registered investment adviser (CRD 320700). Regulatory assets under management: $11.1M.

Registration

• CRD: 320700
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 320700 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search