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Advisor

John Huddleston

Telos Capital Partners · Mount Pleasant, South Carolina

John Huddleston is a fee-only financial advisor at Telos Capital Partners in Mount Pleasant, South Carolina. Telos Capital Partners reports charging a percentage of assets on its Form ADV.

Percentage of assets Fee-only

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Facts

FirmTelos 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
SEC registration Investment adviser representative in SC · CRD 5608156
Exams passedSeries 65 (2015) · Series 66 (2008)
Firm size3 employees
Disclosures None reported

How John's firm compares

  • Telos Capital Partners's average account is about $304,000, from its Form ADV (assets managed divided by 149 accounts).

What fee-only advisors charge in South Carolina

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Questions about John

Is John Huddleston a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: John 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 John charge for financial advice?

John's firm, Telos Capital Partners, reports charging a percentage of assets on its SEC Form ADV.

Where is John Huddleston based?

John Huddleston is based in Mount Pleasant, South Carolina.

Is John Huddleston registered with the SEC?

Yes. John Huddleston is registered as an investment adviser representative in SC (CRD 5608156), 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 John Huddleston?

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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