Navolio & Tallman Advisors LLC

Overview

Navolio & Tallman Advisors LLC is organized as a limited liability company that functions primarily as a capital allocator rather than a traditional discretionary portfolio manager. The firm’s stated advisory activity is the selection of other advisers, which implies its core competency is manager due diligence, sub‑adviser selection and allocating client capital to specialist managers rather than running large proprietary sleeves of securities. It charges fees as a percentage of AUM and is not identified as an active ESG investor. Industry affiliations list an accountant, suggesting the firm works closely with accounting professionals for either client introductions, reporting, or compliance support. Given the firm’s classification as unclassified and the absence of reported direct client relationships, its model appears oriented toward acting as an advisor‑of‑advisors or a consultant that curates manager lineups and constructs multi‑manager solutions for a sponsor, family office, or institutional client rather than operating as a traditional retail RIA.

Assets & Accounts

Location & Offices