5 Talents Advisors, Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
5 Talents Advisors is a registered investment adviser that serves individuals (including high‑net‑worth clients) as well as corporations, charities, and pension and profit‑sharing plans. The two‑advisor firm manages roughly $54 million in discretionary client assets and provides comprehensive financial planning, targeted financial consulting, discretionary portfolio management, and non‑ERISA retirement plan consulting.
The firm constructs client portfolios from customized model portfolios and applies a mix of fundamental and technical analysis, using both long‑ and short‑term strategies and periodic rebalancing to manage risk. Recommended holdings include mutual funds, ETFs, individual equities, fixed income and REITs, and the firm typically directs clients to use a qualified custodian for custody and fee processing.
A notable aspect of the firm is that its owners are licensed independent insurance agents and may receive commissions when clients implement planning recommendations, a potential conflict the brochure discloses and describes procedures to mitigate. For a small supported firm, it also highlights retirement plan consulting services and documents custody safeguards and a business continuity plan.
Client services
Expertise
Fee options
Up to $5,000 for comprehensive financial planning services
$0 - $500,000: 1.25% $500,001 - $1,500,000: 1.00% $1,500,001+: 0.85%
Up to $250 per hour
Main office
2531 Merrychase Dr., Suite 200
Cameron Park CA 95682
Advisors at this office
2
Most active in
California · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Gene T
Series 63, Series 65
Cameron Park, CA
5 Talents Advisors, Inc
Gene Tabb III is a financial advisor at 5 Talents Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SCF Investment Advisors, SCF Securities, Golden State Propane, and Sierra Wealth Management, where he is also owner and president. Outside of advising, he serves as a board member of the Placerville Lions Club. 5 Talents Advisors is a registered investment adviser serving individuals, corporations, charities, and retirement plans. The firm manages approximately $54 million in discretionary assets using customized model portfolios and a combination of fundamental and technical analysis across various asset classes.
Jayson J
Series 63, Series 65
Cameron Park, CA
5 Talents Advisors, Inc
Jayson Jay is a financial advisor at 5 Talents Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Harvest Wealth Advisors, Inc. and Resource Investment Architects, Inc. Additionally, he conducts an insurance business as a sole proprietor focused on fixed and variable annuities and term insurance. 5 Talents Advisors provides comprehensive financial planning, consulting, and discretionary portfolio management to individuals, corporations, charities, and qualified retirement plans. The firm uses customized model portfolios combining fundamental and technical analysis and offers ongoing account reviews and quarterly performance reporting.
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