Ten Talents Asset Management
Firm details
- Headquarters
- ,
- CRD number
- 313387
- Website
- www.tentalentsam.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds85%
- Exchange Traded Equities15%
Owners & executives
1 of 1
John Smith
Chief Investment OfficerCRD 5924083
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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