George Ramsay
Telos Capital Partners · Mount Pleasant, South Carolina
George Ramsay is a fee-only financial advisor at Telos Capital Partners in Mount Pleasant, South Carolina, who holds the CFP credential. Telos Capital Partners reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Telos Capital Partners |
|---|---|
| Based in | Mount Pleasant, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $45.3M across 149 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in SC · CRD 7093448 |
| Exams passed | Series 65 (2019) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Profile |
How George's firm compares
- Telos Capital Partners's average account is about $304,000, from its Form ADV (assets managed divided by 149 accounts).
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Questions about George
Is George Ramsay a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: George holds no broker registration, and Telos Capital Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does George charge for financial advice?
George's firm, Telos Capital Partners, reports charging a percentage of assets on its SEC Form ADV.
Where is George Ramsay based?
George Ramsay is based in Mount Pleasant, South Carolina.
What credentials does George Ramsay hold?
George Ramsay holds the CFP credential.
Is George Ramsay registered with the SEC?
Yes. George Ramsay is registered as an investment adviser representative in SC (CRD 7093448), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Telos Capital Partners manage?
Telos Capital Partners reports $45.3M across 149 accounts in assets under management.
How do I contact George Ramsay?
Contact details aren't on file yet. Search for Telos Capital Partners.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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.
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