$1.3B Total AUM
$1.3B Disc. AUM
37.1% 3Y CAGR
3 Employees
269 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-01-2010
- Office Locations
- 1
Office Locations
10500 NE 8TH Street, #1700 Bellevue WA
About Talbot Financial, LLC
Talbot Financial, LLC is a Bellevue-based RIA. The firm has been operating for 15 years. Managing $1.3B in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
54 AVG AGE
$670.3M AVG AUM / ADVISOR
$5.0M AVG AUM / CLIENT
11.8 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
15yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JAMES DWYER PIRAK
Chief Compliance Officer, Chief Operating Officer
- CRD
- #2365347
- Ownership
- 25% but less than 50%
Available
Available
Available
R
RANDALL HOWARD TALBOT
Managing Member
- CRD
- --
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,339,726,816 | $2,537,361 |
| Non-Discretionary | $809,022 | $404,511 |
| Total | $1,340,535,838 | $2,529,313 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
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