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MW

Michael R. Whitehurst

TELOS CAPITAL MANAGEMENT
San Diego, CA 92128-4310
Some features on this profile are disabled
CRD#: 4331884
MW

Professional summary

Michael Ray Whitehurst, who also goes by Mike Whitehurst, is a registered financial advisor currently at TELOS CAPITAL MANAGEMENT, INC. located in San Diego, California.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Michael has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Mike Whitehurst

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Ray Whitehurst's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

May 10, 2019 - Present

TELOS CAPITAL MANAGEMENT, INC.

Office #1: 13480 Evening Creek Drive North Suite 250, San Diego, CA 92128-4310
RIA
CRD#: 149108
San Diego, CA
Past

July 8, 1997 - June 19, 2020

MCCUEN & CO INC

RIA
CRD#: 107305
SAN DIEGO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TC
TELOS CAPITAL MANAGEMENT, INC.
TELOS CAPITAL MANAGEMENT, INC.

CRD#: 149108 / SEC#: 801-69837

RIA
Registered Investment Advisory firm - (1/7/2009 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(5/10/2019)

Exams

Current Firm

TC
TELOS CAPITAL MANAGEMENT, INC.
TELOS CAPITAL MANAGEMENT, INC.

CRD#: 149108 / SEC#: 801-69837

RIA
Registered Investment Advisory firm - (1/7/2009 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
13480 Evening Creek Drive North Suite 250, San Diego, CA 92128-4310
Mailing Address
Phone number
(858) 271-6350
Established
Firm type
Fiscal year end
# of Employees
19

SEC notice filing (16 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TELOS CAPITAL MANAGEMENT, INC. FORM ADV PART 2A (3/19/2025)

Regulatory assets under management

Total Number of Accounts2,322
AUM (Assets Under Management)$ 1,415,056,947

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

TELOS CAPITAL MANAGEMENT, INC.

CRD#: 149108San Diego, CA 92128-4310

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