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Talbot Capital Holdings, LLC (Bellevue)


Talbot Capital Holdings, LLC is a large advisory firm based in Bellevue. It manages $36.79 million of regulatory assets for 25 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Washington.

Talbot Capital Holdings provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Talbot Capital Holdings: assets under management

The assets under management (AUM) of Talbot Capital Holdings, LLC is $36.79 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $36.79 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.47 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Talbot Capital Holdings, LLC for their services and products based on a percentage of assets under management and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Bellevue

The principal office where Talbot Capital Holdings, LLC performs its advisory services is located at 10500 Ne 8 Th Street, #1700, Bellevue, WA 98004, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 425-462-6792 or by fax 425-462-6792. The normal business hours are 9:00 am to 3:00 pm on Monday - Friday.


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