| Name | Title | Ownership | Since |
|---|---|---|---|
| Brenen Michael Hofstadter Control | Manager | Under 5% | 2022 |
| Bryce Douglas Gray Control | Vice President And Coo | Under 5% | 2018 |
| Generational Capital, LLC Control | Owner | Over 75% | 2018 |
Talis Advisory Services, LLC reports $392.5 million in regulatory assets under management on its Form ADV.
Talis Advisory Services, LLC reports 55 employees.
Talis Advisory Services, LLC is based in Richardson, TX and has been SEC-registered since 2007.
Talis Advisory Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $392.5M |
| Non-discretionary | $0 |
| Total (RAUM) | $392.5M |