TALBOT FINANCIAL, LLC
SEC RegisteredKnow What You Own and Own What You Know
About the firm
Talbot Financial is a wealth management firm based in Bellevue, WA that takes a distinctive, value investing approach to investment management, backed by active portfolio management and fundamental analysis.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management including active portfolio management, fundamental analysis and research driven security selection, strategic asset class allocation, opportunistic industry sector weightings, security selection in individual stocks and bonds, emphasis on free cash flow and return of capital, direct real estate projects for capital appreciation and income, and tax efficient trading.
Who they serve
Value investors
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 19 | $4.6M |
| High Net Worth Individuals | 250 | $1.3B |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Equities & Fixed Income up to $10M | 0.85% |
| Equities & Fixed Income over $10M | 0.50% |
| Cash | 0.00% |
Data as of March 2, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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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.