Talanton Capital Management, LLC

RIASEC Registered
Total AUM
$26.2M
Discretionary
$26.2M
100% of AUM
Avg account
$708K
Accounts
37
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

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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: Exchange Traded Equities 60%, Cash & Cash Equivalents 37%, Derivatives 2%, Public Funds/Mutual Funds 1%60%
  • Exchange Traded Equities60%
  • Cash & Cash Equivalents37%
  • Derivatives2%
  • Public Funds/Mutual Funds1%

Contacts

1 of 1
  • Edmond Chen

    Managing DirectorCRD 7082302

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

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth