Ten Talents Asset Management

RIASEC Registered
Total AUM
$35M
Discretionary
$35M
100% of AUM
Avg account
$162K
Accounts
216
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
313387
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI68.09%
  • Individuals31.23%
  • Charitable Organizations0.68%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Ten Talents Asset Management is an independent registered investment adviser that serves both individual/family and institutional clients. The firm operates on a percentage-of-AUM fee model and focuses on fee-based portfolio management alongside financial planning. Its advisory activities emphasize discretionary management—Ten Talents reports its full $35.0M as discretionary—and the firm’s allocation approach tilts toward diversified, pooled public funds rather than concentrated single-stock exposures. Ten Talents is not positioned as an ESG specialist, does not operate as a multi-state adviser, and is not a capital allocator in the sense of running proprietary private funds; rather, it sources third-party managers for alternative exposure. Portfolio construction appears centered on accessible, liquid vehicles for core exposure, with a material but smaller sleeve devoted to alternatives and other non-traditional strategies to complement public funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 85%, Exchange Traded Equities 15%85%
  • Public Funds/Mutual Funds85%
  • Exchange Traded Equities15%

Owners & executives

1 of 1
  • John Smith

    John Smith

    Chief Investment OfficerCRD 5924083

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth