Stocktalk Inc.
SEC-registered
Investment Adviser
CRD 337818
· SEC file 801-134438
· Menlo Park, CA
· www.instagram.com
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ADV data as of Sep 17, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 317
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 10
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 317 | $0 | — |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/28/2026 | 932 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
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: Sep 17, 2026.
View current Form ADV (SEC/IAPD) ↗