Randall Whitfield
Telos Capital Management · Ventura, California
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.
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Facts
| Firm | Telos Capital Management |
|---|---|
| Based in | Ventura, 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 3009756 |
| Exams passed | Series 63 (1998) · Series 65 (2013) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.telosinc.com |
How Randall's firm compares
- Telos Capital Management's average account is about $658,000, from its Form ADV (assets managed divided by 2,471 accounts).
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Questions about Randall
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Ventura
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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