Talis Advisory Services, LLC
● SEC registered since 2007CRD 135145SEC# 801-67609Richardson, TX
Reg. AUM
$568.8M
Employees
60
Accounts
602
Location
Richardson, TX
Talis Advisory Services, LLC assets under management
Talis Advisory Services, LLC is an investment advisory firm registered with the SEC based in Richardson, TX. The firm has been registered since 2007. It reports $568.8 million in regulatory assets under management and employs 60 people.
Talis Advisory Services, LLC owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brenen Michael Hofstadter Control | Manager | Under 5% | 2022 |
| Bryce Douglas Gray Control | Chief Operating Officer | Under 5% | 2018 |
| Generational Capital, LLC Control | Owner | Over 75% | 2018 |
See all 11 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Talis Advisory Services, LLC manage?
Talis Advisory Services, LLC reports $568.8 million in regulatory assets under management on its Form ADV.
How many employees does Talis Advisory Services, LLC have?
Talis Advisory Services, LLC reports 60 employees.
Where is Talis Advisory Services, LLC located?
Talis Advisory Services, LLC is based in Richardson, TX and has been SEC-registered since 2007.
Does Talis Advisory Services, LLC disclose fund performance?
Talis Advisory Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3400 North Central Expressway, Suite 100, Richardson, TX 75080 |
| Phone | 972-378-1795 |
| Fax | 214-291-5236 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$568.8M▲ 45%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 45%
Larger than 55% of 16,271 advisers
EmployeesTop 11%
More than 89% of 16,825 advisers
Assets under management
$568.8Mregulatory AUM
Discretionary $568.8M