5
$54.0M Total AUM
$54.0M Disc. AUM
-- 3Y CAGR
2 Employees
264 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Quantum capital
- Established Date
- 10-30-2024
- Office Locations
- 1
Office Locations
2531 Merrychase Dr. Suite 200 Cameron Park CA
About 5 Talents Advisors, INC
5 Talents Advisors, INC is a Cameron Park-based RIA. The firm has been operating for 1 years. Managing $54.0M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Financial Planning, Insurance, Portfolio Construction.
Team overview
51 AVG AGE
$27.0M AVG AUM / ADVISOR
$204.7K AVG AUM / CLIENT
1.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
North Momentum
Client Personas
Quantum
Investment Vehicles
Ridge horizon
Services
Atlas Focus vector Fusion Meridian
Technology
Pioneer
Owner & Executives
J
Jayson Hans Jay
Chief Compliance Officer, Owner
- CRD
- #3089234
- Ownership
- 50% but less than 75%
(623) 694-8503
eagle.prime@unisoncapital.com
in linkedin.com/in/bridge-atlas
G
GENE AUSTIN TABB III
Owner
- CRD
- #3076258
- Ownership
- 25% but less than 50%
(436) 499-6637
signal.wave@legacycapital.com
in linkedin.com/in/north-wave
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $54,031,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $54,031,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $54,031,000
Public Funds:
17.0% Equity - Exchange:
21.0% Other:
29.6% Cash:
32.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $780,559,652 | 17.0% |
| Equity - Exchange | $964,220,747 | 21.0% |
| Other | $1,359,092,101 | 29.6% |
| Cash | $1,487,654,867 | 32.4% |
| Total | $4,591,527,367 | 100.0% |