Bruce Sherman
Telos Capital Management · La Mesa, California
Bruce Sherman is a fee-only financial advisor at Telos Capital Management in La Mesa, California. Telos Capital Management reports charging a percentage of assets and hourly fees on its Form ADV.
Request an introduction to Bruce →
Facts
| Firm | Telos Capital Management |
|---|---|
| Based in | La Mesa, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $1.63B across 2,471 accounts |
| SEC registration | Investment adviser representative in CA, OR · CRD 3171991 |
| Exams passed | Series 65 (1999) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.telosinc.com |
How Bruce's firm compares
- Telos Capital Management's average account is about $658,000, from its Form ADV (assets managed divided by 2,471 accounts).
Request an introduction to Bruce
Tell Bruce a little about what you're looking for. Bruce isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Bruce
Is Bruce Sherman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bruce holds no broker registration, and Telos Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bruce charge for financial advice?
Bruce's firm, Telos Capital Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Bruce Sherman based?
Bruce Sherman is based in La Mesa, California.
Is Bruce Sherman registered with the SEC?
Yes. Bruce Sherman is registered as an investment adviser representative in CA and OR (CRD 3171991), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Telos Capital Management manage?
Telos Capital Management reports $1.63B across 2,471 accounts in assets under management.
How do I contact Bruce Sherman?
Through Bruce's website, www.telosinc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in California
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.