# Randall Whitfield

> Randall Whitfield is a fee-only financial advisor at Telos Capital Management in Ventura, California. Telos Capital Management reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/randall-whitfield/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Telos Capital Management
- **Based in:** Ventura, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $1.63B across 2,471 accounts
- **CRD:** 3009756 (https://adviserinfo.sec.gov/individual/summary/3009756)
- **SEC registration:** Investment adviser representative in CA, OR
- **Exams passed:** Series 63 (1998), Series 65 (2013)
- **Firm size:** 19 employees
- **Disclosures:** None reported
- **Website:** http://www.telosinc.com

## Frequently asked questions

### Is Randall Whitfield a fee-only financial advisor?

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

Randall's firm, Telos Capital Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Randall Whitfield based?

Randall Whitfield is based in Ventura, California.

### Is Randall Whitfield registered with the SEC?

Yes. Randall Whitfield is registered as an investment adviser representative in CA and OR (CRD 3009756), 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 Randall Whitfield?

Through Randall's website, www.telosinc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3009756): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.