SourcingSourcing

POST RESCH TALLON GROUP, INC.

B57
CRD 156302·SEC 801-73147·PITTSFORD, NY
AUM
$340.2M
$100M-$500M
Est. Revenue
$3.4M
@ 1% on AUM
Est. EBITDA
$1.0M
@ 30% margin
Est. Deal Value
$8.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
POST RESCH TALLON GROUP, INC.
CRD
156302
SEC file #
801-73147
EIN
—
DBA names
Post Resch Tallon Group

Economics

AUM
$340.2M
AUM band
$100M-$500M
AUM trajectory
'20'26
$110.0M → $340.2M▲ +209%
Client mix
Individuals Other305
Individuals High Net Worth135

Operations

Employees (total)
5
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
4 advisors → 5 advisors▲ +25%
Primary office
PITTSFORD NY
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUM

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
postreschtallon.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
POST, JOHN, ASA
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
POST, JOHN, ASA
TALLON, KERRY, PATRICK
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
POSTRESCHTALLON.COM
Rdap Domain Creation Date
2004-10-14T13:48:55Z
Rdap Firm Age Years
22
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002042060
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2025-01-15
Edgar Last Filing Date
2025-02-06
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2025-02-06
Accession0001085146-25-000858

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
6
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
1163 PITTSFORD-VICTOR RDBUILDING 4, SUITE 240PITTSFORD, NY 14534
Edgar Recent Filings
13F-HR/A2025-02-06 · 0001085146-25-000858
13F-HR2025-01-15 · 0001085146-25-000196
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-10-14T13:48:55Z
Rdap Domain Last Changed
2025-10-16T14:46:53Z
Rdap Nameservers
Ns93.worldnic.comNs94.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
1130205
Trust Company Affiliate
No

People (6)

6
POST, JOHN, ASA
IAR · Direct Owner · 62.5%
1130205
TALLON, KERRY, PATRICK
IAR · Direct Owner · 37.5%
2771471
DAVID PATRICK RESCH
IAR
836946
WENDY LYNN DEVINNY
IAR
3233792
RYAN DANIEL WEGMAN
IAR
5661185
SAMUEL ALEXANDER POST
IAR
6340554