# Post Resch Tallon Group

> 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.

- CRD: 156302
- Filed as: POST RESCH TALLON GROUP
- Legal name: Post Resch Tallon Group, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Pittsford, NY
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/156302
- AdvisorCensus page: https://advisorcensus.com/firm/post-resch-tallon-group-pittsford-ny-156302

## Quick answers

**How is Post Resch Tallon Group compensated?**
On its Form ADV (Item 5.E, October 2026), Post Resch Tallon Group reports these compensation arrangements: a percentage of assets under its management.

**How much does Post Resch Tallon Group charge?**
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.

**Where is Post Resch Tallon Group located?**
Post Resch Tallon Group's principal office is in Pittsford, NY, according to its Form ADV.

**Is Post Resch Tallon Group registered with the SEC or a state?**
Post Resch Tallon Group is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 156302.

**How much does Post Resch Tallon Group manage?**
Post Resch Tallon Group reports $340,156,556 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (92% discretionary).

**How have Post Resch Tallon Group's assets and staff changed since 2021?**
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.

**What types of clients does Post Resch Tallon Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (305); high net worth individuals (135).

**Which custodians does Post Resch Tallon Group use?**
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.

**Does Post Resch Tallon Group report any disciplinary disclosures?**
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

**Does Post Resch Tallon Group state an account minimum?**
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."

**What changed in Post Resch Tallon Group's recent Form ADV filings?**
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%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Asset-based fee: 0.9% to 1% a year (a range, as the brochure states it)

> Our fees generally range from 0.90% to 1.00%.

- Account minimum: None

> The firm does not require a minimum amount of assets for opening or maintaining an account.

- Hourly rate: $250 an hour (Consulting)

> The firm’s standard hourly rate is $250 per hour. Fees are billed in 15-minute increments.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Assetmark
- Charles Schwab & Co., Inc.
- SEI Investments Distribution Co.

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.

### Regulatory assets under management (Item 5.F)
- Total: $340,156,556
- Discretionary: $314,398,845
- Non-discretionary: $25,757,711

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 305 | $92,432,060 |
| High net worth individuals | 135 | $247,724,496 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2012 (14 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MA, NC, NH, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [postreschtallon.com](https://postreschtallon.com)
- LinkedIn @post-resch-tallon-group

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $170,000,000 | 5 | April 12, 2021 |
| October 2022 | $200,000,000 | 5 | January 17, 2022 |
| October 2023 | $216,323,662 | 6 | September 28, 2023 |
| October 2024 | $255,938,653 | 5 | February 23, 2024 |
| October 2025 | $293,093,524 | 6 | July 15, 2025 |
| October 2026 | $340,156,556 | 5 | March 27, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 6 to 5.
- Regulatory assets under management went from $293,093,524 to $340,156,556 (+16%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Post Resch Tallon Group (CRD 156302): Form ADV filing data as of October 2026.