Telemus Capital

What Telemus Capital does

Telemus Capital is an independent, private wealth advisory firm founded in 2005 and headquartered in Southfield, Michigan, operating with 11-50 employees. It is a partner firm within the Focus Financial Partners (NASDAQ: FOCS) network and operates under the Focus Partners Wealth brand, providing personalized wealth management, investment planning, and specialized financial advisory services to high-net-worth individuals, business owners, institutional clients (foundations, endowments, nonprofits), and business retirement plan sponsors.

The firm's service platform spans core wealth management and investment planning built on research-backed investment strategies, supplemented by a broad set of specialized modules including family office services, CFO services, tax services, business management, divorce and dispute resolution, lifestyle concierge, education planning, and retirement solutions. Its core technology is described as research-backed investment strategies integrated with a comprehensive wealth management platform, though no proprietary AI/ML tooling or APIs are disclosed. The firm relies on a sales-led go-to-market model delivered through a nationwide network of financial advisors and physical office locations, supported by a "Find an Advisor" tool and direct advisor relationships.

Telemus generates revenue through recurring, AUM-based wealth management fees — the standard pricing model for registered investment advisors — with specific fee schedules not publicly disclosed. The firm has executed inorganic growth via M&A, including the 2017 acquisition of Barrington Strategic Wealth Management Group, and was ranked No. 3 on USA TODAY's 2026 Best Financial Advisory Firms List, underscoring its market positioning within the national Focus Financial Partners affiliate network.

Name

Telemus Capital

Legal name

Focus Partners Wealth

Website

https://telemus.com

Company type

Private

Founded year

2005

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Trust & Fiduciary Advisory for HNW/UHNW (Trust Structuring & Trustee Oversight) (FSAAABAF)

akta.pro secondary industries

Family Office Trust & Fiduciary Services (FSAEAKAF), Institutional Separate Accounts & SMAs (Mandates) (FSAAAGAL)

Keywords

• Wealth advisory services
• Investment management
• Financial planning
• Retirement planning
• Tax planning

Headquarters

HQ city

Southfield

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Wealth Management Services: Focus Partners generates revenue through wealth management fees, likely based on assets under management (AUM) as a percentage, which is standard for registered investment advisors. The firm offers comprehensive financial planning, investment management, and specialized planning services.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Telemus Capital is an independent wealth advisory firm based in Southfield, Michigan, founded in 2005, with 11-50 employees. The firm provides personalized wealth management, investment planning, and a suite of specialized financial planning services to high-net-worth individuals, business owners, and institutional clients. Offerings span wealth management, family office services, tax services, CFO services, business management, institutional fiduciary services, and retirement plan solutions.

Product overview

Focus Partners operates as a comprehensive wealth management platform offering a single integrated approach to financial advisory services. The core offering consists of Wealth Management and Investment Planning, supplemented by specialized planning modules including Family Office Services, Tax Services, CFO Services, Business Management, Budget Services, Divorce & Dispute Resolution, Business Owner Services, and Lifestyle Services. Additional offerings include Institutional Services for institutional investors and Retirement Solutions for business retirement plans. The platform positions itself as a full-service financial advisory firm with network-based collaboration across specialized professionals.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management Personalized wealth management services built around client goals, values, and life objectives.
• Specialized Planning Comprehensive financial planning services beyond traditional money management, serving individuals, business owners, and nonprofits.
• Family Office Services High-level family office services for high-net-worth families requiring comprehensive financial oversight.
• Investment Planning Research-backed investment strategies designed to help clients focus on what matters in achieving their financial objectives.
• CFO Services Chief Financial Officer-level financial oversight and management services for clients requiring executive-level financial guidance.
• Business Management Business management and operational support services for business owners and entrepreneurs.
• Tax Services Integrated tax planning and preparation services working in coordination with wealth management.
• Budget Services Personal budgeting and household financial planning services.
• Divorce & Dispute Resolution Specialized financial planning and advisory services for individuals navigating divorce or financial disputes.
• Business Owner Services Tailored financial solutions for business owners including succession planning, exit strategies, and business valuation support.
• Institutional Services High-value fiduciary solutions for institutional clients including endowments, foundations, and pension plans.
• Retirement Solutions Retirement plan fiduciary services for businesses, including 401(k) and pension plan management.
• Lifestyle Services Bespoke lifestyle concierge services finding qualified partners for clients across various personal needs.
• Education Planning Education funding and planning services for high-net-worth families navigating the changing student loan landscape.

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves4 records

Expansion highlights4 records

Direct peers

• Glenmede: Independent wealth management and investment advisory firm serving HNW individuals, families, foundations and endowments — closely comparable HNW/UHNW client base, comprehensive wealth planning, and institutional investment services.
• Brown Brothers Harriman (Wealth Management): Privately-held partnership providing private banking, investment management and trust services to HNW families, foundations and endowments — directly comparable fiduciary advisory model and multi-generational HNW/UHNW client focus.
• Rockefeller Capital Management: Privately-held wealth management, investment management and investment banking firm serving HNW/UHNW families — comparable brand-led HNW advisory with family office and institutional service breadth.
• Cresset Capital: Independent, founder-led multifamily office and private investment firm serving HNW individuals, families and business owners — directly comparable HNW/UHNW focus, family office services, and integrated wealth + investment advisory model.
• Pathstone: Independent, partner-owned wealth advisory and multifamily office serving HNW families, foundations and endowments — comparable comprehensive service model with family office, investment management and institutional capabilities.
• Hightower Advisors: National wealth management firm built through advisor acquisition and partnership model, serving HNW clients with comprehensive planning — comparable RIA roll-up structure under a parent platform similar to Focus Financial Partners.
• Cambridge Associates: Investment advisor serving endowments, foundations, pensions and HNW families with research-driven portfolio strategies — comparable institutional and HNW client overlap with Focus Partners Institutional.
• Bessemer Trust: Privately-held multifamily office and HNW/UHNW wealth advisory firm serving families and foundations with investment management, trust and family office services — directly comparable in service mix, HNW focus, and full-service advisory model.

Broad incumbents

• Northern Trust Wealth Management: Large, publicly-traded wealth management and private banking franchise serving HNW/UHNW individuals, families and institutions — offers the same trust, family office and investment management capabilities at greater scale and with a national/international footprint.
• Goldman Sachs Private Wealth Management: Ultra-HNW private wealth franchise within a global bulge-bracket investment bank — comparable HNW/UHNW target client and investment/banking breadth, but at vastly greater scale and with broader product set.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/telemuscapital
• Facebookfacebook.com/TelemusCapital
• LinkedInlinkedin.com/company/focuspartnerswealth

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Telemus Capital