N&
Navolio & Tallman Advisors Llc
State-registered
Investment Adviser · Boutique (under $100M)
CRD 318582
· Walnut Creek, CA
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ADV data as of Jan 26, 2026
- Regulatory AUM
- $0
- Discretionary
- $0
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 0
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Scott Tallman | Registered representative | Jul 2022 (4y) | ||
| John Edward Kennedy | Registered representative | Jul 2022 (4y) | ||
| Celia Lau | Registered representative | Aug 2022 (4y) | ||
| Jeffrey C Messerschmidt | Registered representative | Aug 2022 (4y) | ||
| Irma Cayanan Toal | Registered representative | Aug 2022 (4y) | ||
| Stephanie Patricia Ringrose | Registered representative | Oct 2022 (4y) | ||
| Jayant Garg | Registered representative | Mar 2024 (2y) | ||
| Monica Jean Lee | Registered representative | Jul 2026 (0y) |
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) | 01/26/2026 | 1.04 MB | 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
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 26, 2026.
View current Form ADV (SEC/IAPD) ↗