The Villages, FL Cr 101 Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Talon LLC
Team
Firm-wide stats for Talon LLC
About
Talon serves individual and high-net-worth clients with comprehensive financial planning, ongoing portfolio management, retirement-plan consulting, and estate‑planning introductions via a sponsored third‑party provider. The firm reports managing roughly $1.06 billion in client assets and advising approximately 1,921 client relationships across its advisory services.
The firm’s investment process emphasizes tactical asset allocation and technical analysis and relies on model portfolios and TAMP relationships to implement strategies. Talon retains discretionary authority to hire and replace TAMPs, monitor model performance, and may use active techniques — including options, margin, short positions, ETFs, and periodic rebalancing — to pursue client objectives.
Talon’s profile is notable for its small advisory team supporting a very large client base and multi‑office footprint — three advisors overseeing over $1 billion across 14 offices — a combination that is uncommon for peer team firms. The firm also discloses multiple affiliations with other advisory and related entities (including recommended TAMPs such as Brookstone and Signal Wealth), ownership interests in related businesses, and receipt of custodial and platform benefits, and it identifies those relationships and potential conflicts of interest in its Form ADV.
Based on Talon LLC
Expertise
Based on Talon LLC
Location
11974 Cr 101, Suite 103
The Villages FL 32162
Advisors at this office
2
Advisors at this office
James B
Series 63, Series 65
The Villages, FL
Talon LLC
James Bailey is a financial advisor at Talon LLC with 23 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Talon Private Wealth, LLC, Retirement Wealth Advisors, and as a self-employed advisor. Talon LLC serves individual and high-net-worth clients with comprehensive financial planning, portfolio management, retirement-plan consulting, and estate-planning introductions through third-party providers. The firm manages approximately $1.06 billion in client assets across 1,921 relationships, utilizing tactical asset allocation, technical analysis, and strategies implemented through model portfolios and TAMPs.
Benjamin K
Series 65
The Villages, FL
Talon LLC
Benjamin Kochera is a financial advisor at Talon LLC with 10 years of industry experience. He holds a Series 65 credential and has been affiliated with multiple firms including Talon Wealth Management and Brookstone Wealth Advisors, LLC. In addition to his advisory roles, he independently sells insurance and annuities through his own business. Talon LLC serves individual and high-net-worth clients, offering comprehensive financial planning, portfolio management, retirement-plan consulting, and estate-planning introductions. The firm manages over $1 billion in client assets, employs tactical asset allocation and technical analysis, and supports a large client base through a small advisory team across multiple offices.
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