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TALBOT FINANCIAL, LLC

BELLEVUE, WA · CRD 155162 · IAPD ↗ · talbotfinancial.com · 425-533-0797

$1.34BRegulatory AUM
2Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
March 2026 — TALBOT FINANCIAL, LLC crossed $1B in regulatory AUM ($937.5M -> $1.34B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
63
March 2025 — TALBOT FINANCIAL, LLC reported RAUM up 25% ($748.3M -> $937.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
66
February 2024 — TALBOT FINANCIAL, LLC reported RAUM up 44% ($520.6M -> $748.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.