Talanton Capital Management, LLC

RIAState Registered
Total AUM
$26.2M
Discretionary
$26.2M
100% of AUM
Avg account
$708K
Accounts
37
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
299126
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI56.13%
  • Individuals43.87%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Talanton Capital Management, LLC is an independent, individual-owned registered investment adviser operating as an LLC that focuses on portfolio management for individuals, small businesses and institutional/business clients. The firm charges both a percentage-of-AUM fee and performance-based fees, and it reports that it does not present itself as an ESG-focused manager. Talanton is not organized as a capital allocator, which indicates it primarily places client capital into external managers and market products rather than sponsoring internal pooled vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 60%, Cash & Cash Equivalents 37%, Derivatives 2%, Public Funds/Mutual Funds 1%60%
  • Exchange Traded Equities60%
  • Cash & Cash Equivalents37%
  • Derivatives2%
  • Public Funds/Mutual Funds1%

Owners & executives

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Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth