A complete list of active advisors currently associated with Talon LLC

Warmer can help you find a great advisor at Talon LLC or one who fits your needs even better.

Talon LLC is a registered investment adviser that provides comprehensive financial planning, portfolio management, and retirement plan consulting to individual and high-net-worth clients. The firm reports managing roughly $1.06 billion in client assets across discretionary and non-discretionary accounts and offers estate-planning introductions through a third‑party provider whose basic will and trust services the firm pays for. The firm’s investment approach emphasizes tactical asset allocation and technical analysis and it implements client strategies through its own model portfolios as well as third‑party model portfolios accessed via TAMPs. Talon discloses discretionary authority to hire and replace TAMPs, ongoing monitoring and rebalancing of models, and use of a range of instruments including ETFs, mutual funds, options, margin, and short positions. Talon’s structure is notable for a small advisory team serving an unusually large client base (about 1,921 clients served by three advisors) and for operating from multiple offices (14), which is uncommon for similarly sized teams. The firm also discloses several affiliations and revenue-sharing relationships with other advisory and financial firms (including use of affiliated model platforms), receipt of custodial and practice‑support benefits, and a privacy policy that references use of AI-enabled tools — all items the brochure identifies and addresses as potential conflicts of interest.

To learn more about the advisors currently working at Talon LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.