Timothy Thomas Drake
Investment Adviser Representative at Telos Capital Management, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Timothy Thomas Drake is an investment adviser representative with Telos Capital Management, Inc. in Mission Viejo, CA, where they have been registered since 2026. They have worked in the securities industry since 2014 and have been registered with 3 firms, including Vanderbilt Advisory Services and Spire Wealth Management, LLC. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in California.
Registrations & licenses
- Investment adviser:
- California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Chamberlain GroupJun 2012 – Jan 2026Irvine, CA
- Spire Securities, LLCOct 2012 – Oct 2025Irvine, CA
- Spire Wealth Management, LLCNov 2014 – Oct 2025Irvine, CA
- Vanderbilt Securities, LLCOct 2025 – Jan 2026Woodbury, NY
- Vanderbilt Advisory ServicesOct 2025 – Jan 2026Woodbury, NY
- Telos Capital ManagementJan 2026 – no end date reportedSan Diego, CA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Telos Capital Management, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Other
- Firm account minimum
- $250,000 (waivable)
- Estimated blended rate
- 0.01
- TCM Managed Portfolios - Entire Portfolio Value1.00%
- TCM McCuen Portfolios - Entire Portfolio Value0.50%
- Sherman Core (I) - $0 to $199,9992.00%
- Sherman Core (I) - $200,000 to $299,9991.75%
+10 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 13
- Offices listed on AdvisorFinder:
- 2
- Main office:
- San Diego, CA
- SEC file number:
- 801-69837
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of May 1, 2026
View full firm profileOther advisors at Telos Capital Management, Inc.
12 other advisors in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Timothy Thomas Drake has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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