Talanton Capital Management, LLC
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
FINTRXOverview
Talanton Capital Management, LLC is a small, owner-operated investment adviser that focuses on discretionary portfolio management for individuals, families and small businesses. The firm charges a combination of percentage-of-AUM and performance-based fees, and its mandate emphasizes equity exposure delivered through separately managed accounts and exchange-traded instruments. Talanton does not position itself as an ESG investor and does not report multi-state adviser status; its practice appears concentrated and boutique in scale, relying on third‑party alternative managers when pursuing private-market or hedge-like allocations. The firm’s advisory activities include portfolio management for individual and business clients, and its structure as a limited liability company suggests a compact team that handles both investment decisioning and client relationships directly. Custody and execution flow primarily through Interactive Brokers, which aligns with a hands-on trading approach and use of exchange-traded vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- Cash & Cash Equivalents37%
- Derivatives2%
- Public Funds/Mutual Funds1%
Contacts
1 of 1Edmond Chen
Managing DirectorCRD 7082302
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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