{
  "crd_number": 156302,
  "slug": "post-resch-tallon-group-pittsford-ny-156302",
  "primary_business_name": "POST RESCH TALLON GROUP",
  "legal_name": "POST RESCH TALLON GROUP, INC.",
  "dbas": [],
  "city": "Pittsford",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "40380",
  "metro": {
    "cbsa_code": "40380",
    "common_name": "Rochester",
    "msa_name": "Rochester, NY",
    "path": "/advisors/ny/rochester"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2012-02-10",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2026-03-27",
  "carried_forward": false,
  "raum_total": 340156556.0,
  "raum_discretionary": 314398845.0,
  "raum_non_discretionary": 25757711.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 5,
  "advisory_employees": 5,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 92432060.0,
      "count": 305
    },
    "high_net_worth_individuals": {
      "raum": 247724496.0,
      "count": 135
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "MA",
    "NC",
    "NH",
    "NY",
    "TX"
  ],
  "websites": [
    "https://linkedin.com/company/post-resch-tallon-group/about",
    "https://postreschtallon.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/156302",
  "city_as_filed": "PITTSFORD",
  "url": "https://advisorcensus.com/firm/post-resch-tallon-group-pittsford-ny-156302",
  "display_name": "Post Resch Tallon Group",
  "summary": "Post Resch Tallon Group is an SEC-registered investment advisory firm in Pittsford, NY, registered since 2012, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.",
  "citation": "AdvisorCensus. Post Resch Tallon Group (CRD 156302): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Post Resch Tallon Group compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Post Resch Tallon Group reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does Post Resch Tallon Group charge?",
      "a": "Its Form ADV Part 2A brochure dated March 27, 2026 states: Asset-based fee: 0.9% to 1% a year (a range, as the brochure states it); Hourly rate: $250 an hour (Consulting). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Post Resch Tallon Group located?",
      "a": "Post Resch Tallon Group's principal office is in Pittsford, NY, according to its Form ADV."
    },
    {
      "q": "Is Post Resch Tallon Group registered with the SEC or a state?",
      "a": "Post Resch Tallon Group is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 156302."
    },
    {
      "q": "How much does Post Resch Tallon Group manage?",
      "a": "Post Resch Tallon Group reports $340,156,556 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (92% discretionary)."
    },
    {
      "q": "How have Post Resch Tallon Group's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Post Resch Tallon Group: Regulatory assets under management: $170,000,000 in the October 2021 data and $340,156,556 in the October 2026 data, up 100%. Total employees: 5 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Post Resch Tallon Group serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (305); high net worth individuals (135)."
    },
    {
      "q": "Which custodians does Post Resch Tallon Group use?",
      "a": "Post Resch Tallon Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Assetmark, Charles Schwab & Co., Inc. and SEI Investments Distribution Co. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Post Resch Tallon Group report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/156302"
    },
    {
      "q": "Does Post Resch Tallon Group state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 27, 2026 says: \"The firm does not require a minimum amount of assets for opening or maintaining an account.\""
    },
    {
      "q": "What changed in Post Resch Tallon Group's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 6 to 5. Regulatory assets under management went from $293,093,524 to $340,156,556 (+16%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 170000000.0,
      "total_employees": 5,
      "filing_date": "2021-04-12"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 200000000.0,
      "total_employees": 5,
      "filing_date": "2022-01-17"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 216323662.0,
      "total_employees": 6,
      "filing_date": "2023-09-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 255938653.0,
      "total_employees": 5,
      "filing_date": "2024-02-23"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 293093524.0,
      "total_employees": 6,
      "filing_date": "2025-07-15"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 340156556.0,
      "total_employees": 5,
      "filing_date": "2026-03-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 6 to 5.",
        "Regulatory assets under management went from $293,093,524 to $340,156,556 (+16%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 27, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.9% to 1% a year",
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $250 an hour (Consulting)"
    ],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.9% to 1% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Our fees generally range from 0.90% to 1.00%."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "The firm does not require a minimum amount of assets for opening or maintaining an account."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $250 an hour (Consulting)"
        ],
        "quotes": [
          "The firm’s standard hourly rate is $250 per hour. Fees are billed in 15-minute increments."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.9,
        1.0
      ],
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 250.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "Consulting"
        }
      ]
    },
    "quotes": [
      "Our fees generally range from 0.90% to 1.00%.",
      "The firm does not require a minimum amount of assets for opening or maintaining an account.",
      "The firm’s standard hourly rate is $250 per hour. Fees are billed in 15-minute increments."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Assetmark",
      "name_as_filed": "ASSETMARK",
      "affiliated": false
    },
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "SEI Investments Distribution Co.",
      "name_as_filed": "SEI INVESTMENTS DISTRIBUTION CO.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/post-resch-tallon-group-pittsford-ny-156302.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 305,
      "fewer_than_5": false,
      "raum": 92432060.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 135,
      "fewer_than_5": false,
      "raum": 247724496.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/156302",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}