Talbot Financial, LLC

Overview

Talbot Financial, LLC is an independent, SEC-registered registered investment adviser formed in 2010 and owned by an individual principal. The firm focuses on portfolio management for individuals and small businesses and charges clients a percentage-of-AUM advisory fee. Its client base is concentrated on individual and family relationships rather than institutions or pension plans. Talbot Financial is not positioned as a multi-state or ESG-focused adviser and does not describe itself as a capital allocator; it does, however, engage in sponsor and general partner roles for pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives