DFX Intelligence

M••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserno raum reportedSEC registeredRAUM none

M••••

STOCKTALK INC., CRD 337818

MENLO PARK, CA

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Search this name across graphsid dfx:ria:499e483e-4973-59ad-7857-17d6f004c16e

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Sep 4, 2025 to Sep 17, 2026
4 observations

Across DFX

owners resolved from Schedule A/B to their own records, measured by hand

Venture Capitalowner

M•• C•••••• P••••••• I••• L•••

owned by this fund per Schedule A/B (the fund is on its sponsor's Form ADV) · confidence 90% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: no raum reportedderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd= related_bank= bd_reps=0.0
Private client RAUM: $0derived••• Locked
Advisors on IAPD: 0
Employees: 10
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Individual clients: 317
SEC number: 801-134438

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
M•• C•••••• P••••••• I••• L•••	Shareholder	C	yes	05/2023	Mar 28, 2026	Mar 28, 2026
R••••• H••••• R•	CHIEF TECHNOLOGY OFFICER	B	yes	03/2021	Mar 28, 2026	Mar 28, 2026

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 28, 2026	$0	$0	10	1	0	n/a	n/a

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	n/a	n/a	n/a	n/a	n/a	10	n/a	0	n/a

Relationships

Controls (2)

← R••••• H••••• R•OwnerCHIEF TECHNOLOGY OFFICER, ownership code B, individual
Mar 28, 2026 to presentfactForm ADV
← M•• C•••••• P••••••• I••• L•••OwnerSHAREHOLDER, ownership code C, domestic entity
Mar 28, 2026 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:499e483e-4973-59ad-7857-17d6f004c16e
First observed: Sep 4, 2025
Last observed: Sep 17, 2026 5 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.