5 TALENTS ADVISORS, INC

Overview

5 Talents Advisors, Inc. is an independent registered investment adviser serving individual and family clients, with a service mix centered on financial planning and portfolio management for individuals and small businesses. The firm uses a fee model that includes a percentage of assets under management, hourly charges and fixed fees, which aligns with working relationships that range from ongoing portfolio oversight to project-based planning. The adviser does not position itself as an active ESG investor and is not registered as a multi-state adviser. Investment activity shows a clear tilt toward professionally managed public funds: mutual funds and similar vehicles represent the single largest holdings category. The firm supplements those core public funds with targeted exposure to real estate through REITs and real estate funds, using third-party managers for alternative allocations. Custodial relationships with Charles Schwab & Co., Inc. support execution and custody of client assets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices