TALON LLC

CRD

298714

SEC file #

801-114857

EIN

394070611

DBA names

—

Economics

AUM

$1.06B

AUM band

$1B+

AUM trajectory

'20 · $292.6M

'21 · $177.8M

'22 · $164.9M

'23 · $774.3M

'25 · $876.9M

'26 · $1.06B

'20'26

$292.6M → $1.06B▲ +262%

sec adv history

Client mix

Individuals Other	1,823
Individuals High Net Worth	98

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 3 advisors

'21 · 3 advisors

'22 · 6 advisors

'23 · 7 advisors

'25 · 8 advisors

'26 · 8 advisors

'20'26

3 advisors → 8 advisors▲ +167%

sec adv history

Primary office

SAN JUAN PR

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers

Fee basis

% of AUMHourly chargesFixed fees

Filings

Latest ADV filing

03/29/2026

ADV-W filed at

—

Website

guardingyournestegg.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

LESTER, ROBERT, MICHAEL

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

LESTER, ROBERT, MICHAEL

SHAVER, LEILA, MEHRIZI

Solo Advisor Indicator

Succession Risk Solo Owner

Yes

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

GUARDINGYOURNESTEGG.COM

Rdap Domain Creation Date

2011-08-27T18:16:34Z

Rdap Firm Age Years

Rdap Firm Age Band

10-20y

Rdap Registrar

eNom, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book

Yes

Form 5500 Plan Count

Form 5500 Total Participants

239

Form 5500 Compensation Trajectory 3y

2024	0
2025	0

Form 5500 Plan Count Trajectory 3y

2024	1
2025	1

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0002114316

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2026-03-16

Edgar Last Filing Date

2026-03-16

Edgar Form D Count

Edgar Form D Offerings

2026-03-162026-03-16 · 0002114316-26-000001

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (17)

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

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
Altruist	4
E*trade	4
Fidelity	2

adv brochure

Edgar Addresses

Mailing

767 FIFTH AVENUE, 15TH FLOORNEW YORK, NY 10153

Business

767 FIFTH AVENUE, 15TH FLOORNEW YORK, NY 10153

Edgar EIN

394070611

Edgar Recent Filings

D2026-03-16 · 0002114316-26-000001

Firm Has Custody

Mailing Office Differs

Yes

Rdap Domain Expiration Date

2026-08-27T18:16:34Z

Rdap Domain Last Changed

2025-08-28T07:31:37Z

Rdap Nameservers

Dns1.name-services.comDns2.name-services.comDns3.name-services.comDns4.name-services.com

Rdap Secure Dns Enabled

Rdap Status

Client Transfer Prohibited

Top Owner CRD

4885592

Trust Company Affiliate