AdFi
TF

TALBOT FINANCIAL, LLC

SEC Registered
BELLEVUE, WAhttps://talbotfinancial.com425-533-0797
Assets Under Management
$1B–$5B
Employees
3
Office Locations
1 office
Total Accounts
530

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

High Net Worth

Who they serve

Client segmentClientsAssets managed
Individuals (Non-HNW)19$4.6M
High Net Worth Individuals250$1.3B

0 total clients reported on Form ADV.

Leadership

Randall Howard Talbot
MANAGING MEMBER
James Dwyer Pirak
CHIEF COMPLIANCE OFFICER

Office locations

1 office in 1 state
WA
BELLEVUEHQ

Regulatory & compliance

CRD number
#155162
SEC Number
801-71859
Disciplinary History
No
Fee Model & Minimums
Model: AUM

Data as of March 2, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

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Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. TALBOT FINANCIAL, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

TALBOT FINANCIAL, LLC in BELLEVUE, WA - Financial Advisory Firm | AdvisorFinder