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| Talis Advisory Services LLC
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|
|---|---|
| CRD # | 135145 |
| SEC # | 801-67609 |
| CIK # | |
| AUM | $568.8 M (2026-04-22) |
| Employees | 60 (18% Investors, 8% Brokers) |
| Phone | 972-378-1795 |
| Address | 3400 North Central Expressway Richardson, TX 75080 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 61 | 39.2 |
| (b) Individuals (high net worth individuals) | 98 | 406.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 9.1 |
| (h) Charitable organizations | 4 | 8.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 18 | 105.4 |
| (n) Other | 0 | 0.0 |
| Total | 602 | 568.8 |
| By Discretionary | ||
| Discretionary | 602 | 568.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 602 | 568.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 568.8 | |
| Total | 602 | 568.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Clean Yield Group Inc
✚
|
VT | 0.6 |
|
Lifestyle Asset Management Inc
✚
|
TX | 0.6 |
|
Elite Retirement Planning LLC
✚
|
IA | 0.6 |
|
First Kentucky Securities Corporation
✚
|
KY | 0.6 |
|
Atticus Wealth Management LLC
✚
|
FL | 0.6 |
|
Reedmark Advisors LLC
✚
|
NJ | 0.6 |
|
Jackson Square Capital LLC
✚
|
CA | 0.6 |
|
Boyum Wealth Architects LLC
✚
|
MN | 0.6 |
|
Dara Capital US Inc
✚
|
FL | 0.6 |
|
Brooklyn FI LLC
✚
|
NY | 0.6 |