Post Resch Tallon Group, Inc.
- Regulatory AUM
- $340M
- Discretionary
- $314M
- Clients
- 440
- Avg AUM / client
- $773K
- Accounts
- 857
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 305 | $92.4M | 27.2% |
| High net worth individuals | 135 | $248M | 72.8% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Asa Post | President/Secretary | Jun 2021 (5y) | 50% – 75% | |
| Kerry Patrick Tallon | Vice President/Chief Compliance Officer/Treasurer | CFP | Jun 2021 (5y) | 25% – 50% |
| David Patrick Resch | Registered representative | Oct 2018 (8y) | ||
| Ryan Daniel Wegman | Registered representative | Jun 2021 (5y) | ||
| Wendy Lynn Devinny | Registered representative | Jun 2024 (2y) | ||
| Samuel Alexander Post | Registered representative | May 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 901 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $301M (89% of AUM) Mar 2026
- Assetmark Trust Company $25.8M (8% of AUM) Mar 2026
- Sei Investments Distribution Co. $12.9M (4% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗