Timothy Drake
Telos Capital Management · San Diego, California
Timothy Drake is a fee-only financial advisor at Telos Capital Management in San Diego, California, who holds the CFP credential. 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 | San Diego, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $1.63B across 2,471 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 6078185 |
| Exams passed | Series 63 (2017) · Series 66 (2014) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.telosinc.com |
How Timothy'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 Timothy
Is Timothy Drake a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Timothy 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 Timothy charge for financial advice?
Timothy's firm, Telos Capital Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Timothy Drake based?
Timothy Drake is based in San Diego, California.
What credentials does Timothy Drake hold?
Timothy Drake holds the CFP credential.
Is Timothy Drake registered with the SEC?
Yes. Timothy Drake is registered as an investment adviser representative in CA (CRD 6078185), 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 Timothy Drake?
Through Timothy's website, www.telosinc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in San Diego
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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