TALKOT CAPITAL, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2016
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
CORTE MADERA, California
CRD number
164231
Registered since
March 30, 2016

Firm profile

FINTRX

Overview

Talkot Capital, LLC is a privately held limited liability company that registered with the SEC in 2016 and is owned by an individual. The firm is listed as engaging in "Other Financial Product Salesperson" activities rather than conventional retail wealth management or institutional advisory services. Regulatory filings classify the adviser as unclassified; it does not identify itself as a capital allocator, multi-state adviser, pension consultant, or related adviser. Talkot Capital is not flagged as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • THOMAS AKIN

    Managing PartnerCRD 852587

  • KYLE AKIN

    Co-Managing MemberCRD 5164024

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CORTE MADERA, CA

MARIN

Location

CORTE MADERA, CA

Headquartered in CORTE MADERA, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
MARIN
Address
100 Meadowcreek Dr
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth