RIA · CRD 155162SEC-Registered

Updated:

Talbot Financial LLC

Talbot Financial, LLC is a value investing and wealth management firm in Bellevue, WA. It provides investment management with a distinctive approach featuring...

Talbot Financial LLC

Talbot Financial, LLC is a value investing and wealth management firm in Bellevue, WA. It provides investment management with a distinctive approach featuring active portfolio management and fundamental analysis and research-driven security selection.

General information

Firm type

RIA

Location

Region

North America

Country

United States

City

Bellevue, WA

Corporate office

United States

Principals

Randy Talbot

Founder & Managing Partner

Jim Pirak

Partner, Chief Operating Officer & Chief Compliance Officer

Tom Swoffer

CFA, Partner, Chief Investment Officer & Portfolio Manager

Tom Swoffer

CFA, Partner, Chief Investment Officer & Portfolio Manager

Jim Pirak

Partner, Chief Operating Officer & Chief Compliance Officer

Frequently asked questions

What is known about the investment focus of Talbot Financial LLC?

Public records and the firm's official communications do not disclose any specific asset-class focus, sector preference, or investment strategy. No portfolio companies or deals have been confirmed in any credible source.

Who are the principals behind Talbot Financial LLC?

No named principals, executives, or investment professionals have been publicly identified for Talbot Financial LLC. The firm does not appear on its own website or LinkedIn at this time.

What is the wealth origin of Talbot Financial LLC?

The underlying wealth source for Talbot Financial LLC is not disclosed in any public record. No connection to any named family, business fortune, or inherited wealth has been established.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on registered investment advisers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Bellevue, WA RIA profiles