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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

GENERATIONAL WEALTH ADVISORS

TALIS ADVISORY SERVICES, LLC, CRD 135145

RICHARDSON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ec8dbf48-2a5c-c4d1-7e0e-8690d91964c1

Data as of Apr 22, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 33
Dated events: 6
On other graphs: 0
Observed: Nov 17, 2011 to Apr 22, 2026
55 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Firm class: independent wealth managerderivedprivate_client_share=0.78 fund_share=0.0 institutional_share=0.03 related_bd=true related_bank=false bd_reps=5.0
Regulatory AUM: $569MItem 5.F on the latest filing (2026-04-22); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $569M
Private client RAUM: $446MderivedItem 5.D individuals plus high net worth individuals
Private client share: 78%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 14
RAUM per advisor: $40.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 60
Advisory employees: 11
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 602
Individual clients: 61
High net worth clients: 98
Custody, client assets: $122M
SEC number: 801-67609
CRD: 135145
Filings on the tape: 55
First filed: Nov 17, 2011
Latest filed: Apr 22, 2026
Organised: Limited Liability Company, TX
Website: talisadvisors.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JEFFREY BRENT EVERETT	n/a	RICHARDSON, TX	21	26	1	no
STEPHEN THOMAS HART	Certified Financial Planner	RICHARDSON, TX	11	11	n/a	no
DAVID BRUCE RICHARDS	n/a	FRISCO, TX \| RICHARDSON, TX	11	40	6	no
SARAH VANHOOZER CROWE	Certified Financial Planner	RICHARDSON, TX	10	23	2	no
Norbert L. Butkus	n/a	RICHARDSON, TX	9	10	1	no
HEATH ADAM FLOCK	n/a	RICHARDSON, TX	8	14	2	no
MICHAEL QUERARD	n/a	Denver, CO \| RICHARDSON, TX	5	14	n/a	no
Gina Petrelli Aldaz	n/a	RICHARDSON, TX	5	12	1	no
Landry Lynn Thompson	n/a	RICHARDSON, TX	2	10	n/a	no
William Edmund Flock	n/a	RICHARDSON, TX	1	11	n/a	no
John David Pritchett	Certified Financial Planner	RICHARDSON, TX	0	14	5	no
BRYCE DOUGLAS GRAY	n/a	Grosse Point, MI \| RICHARDSON, TX	0	27	n/a	no
ROBERT SCOTT RICE	Certified Financial Planner	Richardson, TX	0	15	1	no
JACOB ANDREW PATRICK HOWETH	n/a	Richardson, TX	0	10	5	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BINKLEY, JOHN, H.	CO-TRUSTEE OF JOHN BINKLEY JR. TRUST NO. 4	F	yes	04/2007	Oct 24, 2018	Mar 22, 2024
BINKLEY, RYAN, L.	CO-TRUSTEE OF JOHN BINKLEY JR. TRUST NO. 4	F	yes	05/2007	Oct 24, 2018	Mar 22, 2024
BINKLEY, RYAN, L.	CHIEF EXECUTIVE OFFICER	Na	yes	10/2018	Oct 24, 2018	Mar 22, 2024
EVERETT, JEFFREY, BRENT	CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER	A	yes	04/2005	Nov 17, 2011	Mar 22, 2024
FLOCK, HEATH, ADAM	SECRETARY / TREASURER	Na	yes	10/2018	Oct 24, 2018	Mar 22, 2024
GENERATIONAL CAPITAL, LLC	Owner	E	yes	10/2018	Oct 24, 2018	Mar 22, 2024
GRAY, BRYCE, DOUGLAS	VICE PRESIDENT AND COO	Na	yes	10/2018	Oct 24, 2018	Mar 22, 2024
HOFSTADTER, BRENEN, MICHAEL	Manager	Na	yes	10/2022	Nov 17, 2022	Mar 22, 2024
JOHN BINKLEY JR. TRUST NO. 4	SOLE OWNER OF GENERATIONAL CAPITAL, LLC	E	yes	10/2018	Oct 24, 2018	Mar 22, 2024
Johnson, Terry, Keith	VICE PRESIDENT	Na	yes	10/2018	Oct 24, 2018	Mar 22, 2024
LAMSE, ROBERT, JAMES	President	A	yes	07/2006	Nov 17, 2011	Mar 22, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
GENERATIONAL CAPITAL MARKETS INC.	n/a	n/a	n/a	N	yes	n/a
GENERATIONAL EQUITY OF TEXAS, LLC	n/a	n/a	n/a	N	yes	n/a
GENERATIONAL EQUITY, LLC	n/a	n/a	n/a	N	yes	n/a
MAJESTIC ADVISORY GROUP, PLLC	n/a	n/a	n/a	N	yes	n/a
MAJESTIC ADVOCACY GROUP, PLLC	n/a	n/a	n/a	N	yes	n/a
MAJESTIC REALTY GROUP, LLC	n/a	n/a	n/a	N	yes	n/a
TALIS FINANCIAL SERVICES, LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 22, 2026	$569M	$569M	60	11	0	n/a	n/a
2024	Apr 24, 2025	$393M	$393M	55	12	0	n/a	n/a
2023	Mar 22, 2024	$366M	$366M	50	10	0	n/a	n/a
2022	Mar 2, 2023	$283M	$283M	23	8	0	n/a	n/a
2021	Mar 29, 2022	$283M	$283M	18	8	0	n/a	n/a
2020	Mar 25, 2021	$213M	$213M	14	8	0	n/a	n/a
2019	Mar 23, 2020	$199M	$199M	11	7	0	n/a	n/a
2018	Mar 14, 2019	$182M	$180M	10	7	0	n/a	n/a
2017	Mar 26, 2018	$184M	$182M	9	6	1	n/a	n/a
2016	Mar 23, 2017	$172M	$170M	9	6	n/a	n/a	n/a
2015	Mar 24, 2016	$155M	$150M	11	9	n/a	n/a	n/a
2014	Mar 26, 2015	$173M	$161M	9	5	n/a	n/a	n/a
2013	Mar 19, 2014	$178M	$167M	9	7	n/a	n/a	n/a
2012	Mar 7, 2013	$142M	$133M	8	6	n/a	n/a	n/a
2011	Mar 14, 2012	$122M	$114M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
3	1	2	7.1%	0	0	0	4	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$569M	$393M	44.9%	$283M	26.3%	60	55	0	0

Relationships

Registered with (20)

← JACOB ANDREW PATRICK HOWETHAdvisorregistration: current employment
Apr 10, 2026 to presentfactForm ADV
← ROBERT SCOTT RICEAdvisorregistration: current employment
Mar 22, 2026 to presentfactForm ADV
← BRYCE DOUGLAS GRAYAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← John David PritchettAdvisorregistration: current employment
Dec 22, 2025 to presentfactForm ADV
← William Edmund FlockAdvisorregistration: current employment
Apr 23, 2025 to presentfactForm ADV
← Landry Lynn ThompsonAdvisorregistration: current employment
Feb 1, 2024 to presentfactForm ADV
← Gina Petrelli AldazAdvisorregistration: previous registration
Mar 2, 2016 to Oct 25, 2019factForm ADV
← MICHAEL QUERARDAdvisorregistration: current employment
Nov 2, 2020 to presentfactForm ADV
← HEATH ADAM FLOCKAdvisorregistration: current employment
May 14, 2018 to presentfactForm ADV
← Norbert L. ButkusAdvisorregistration: current employment
May 6, 2017 to presentfactForm ADV
← SARAH VANHOOZER CROWEAdvisorregistration: current employment
Jul 19, 2016 to presentfactForm ADV
← DAVID BRUCE RICHARDSAdvisorregistration: current employment
Jun 10, 2015 to presentfactForm ADV
← STEPHEN THOMAS HARTAdvisorregistration: current employment
May 1, 2015 to presentfactForm ADV
← JEFFREY BRENT EVERETTAdvisorregistration: current employment
Jun 2, 2005 to presentfactForm ADV
← GLEN DAVID AMASONAdvisorregistration: previous registration
Apr 16, 2024 to Dec 9, 2025factForm ADV
← PAUL ROOS STREIBERAdvisorregistration: previous registration
Apr 22, 2015 to Oct 14, 2016factForm ADV
← ROBERT SCOTT MAXWELLAdvisorregistration: previous registration
May 1, 2007 to Nov 18, 2014factForm ADV
← Brian K. JonesAdvisorregistration: previous registration
Sep 11, 2013 to Oct 27, 2014factForm ADV
← GREGORY MAX SCHMITZAdvisorregistration: previous registration
Apr 24, 2006 to Oct 1, 2014factForm ADV
← Sang EckerleAdvisorregistration: previous registration
Aug 31, 2005 to Feb 26, 2007factForm ADV

Controls (10)

← HOFSTADTER, BRENEN, MICHAELOwnerMANAGER, ownership code NA, individual
Nov 17, 2022 to Mar 22, 2024factForm ADV
← EVERETT, JEFFREY, BRENTOwnerCHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER, ownership code A, individual
Nov 17, 2011 to Mar 22, 2024factForm ADV
← GRAY, BRYCE, DOUGLASOwnerVICE PRESIDENT AND COO, ownership code NA, individual
Oct 24, 2018 to Mar 22, 2024factForm ADV
← LAMSE, ROBERT, JAMESOwnerPRESIDENT, ownership code A, individual
Nov 17, 2011 to Mar 22, 2024factForm ADV
← BINKLEY, JOHN, H.OwnerCO-TRUSTEE OF JOHN BINKLEY JR. TRUST NO. 4, ownership code F, individual
Oct 24, 2018 to Mar 22, 2024factForm ADV
← BINKLEY, RYAN, L.OwnerCO-TRUSTEE OF JOHN BINKLEY JR. TRUST NO. 4, ownership code F, individual
Oct 24, 2018 to Mar 22, 2024factForm ADV
← FLOCK, HEATH, ADAMOwnerSECRETARY / TREASURER, ownership code NA, individual
Oct 24, 2018 to Mar 22, 2024factForm ADV
← Johnson, Terry, KeithOwnerVICE PRESIDENT, ownership code NA, individual
Oct 24, 2018 to Mar 22, 2024factForm ADV
← GENERATIONAL CAPITAL, LLCOwnerOWNER, ownership code E, domestic entity
Oct 24, 2018 to Mar 22, 2024factForm ADV
← JOHN BINKLEY JR. TRUST NO. 4OwnerSOLE OWNER OF GENERATIONAL CAPITAL, LLC, ownership code E, domestic entity
Oct 24, 2018 to Mar 22, 2024factForm ADV

Dated events

Occurred
Mar 18, 2026
Regulatory AUM changed
Generational Wealth Advisors reported RAUM $568.8M, up 45% from $392.5M (2025-12-09 to 2026-03-18)
Form ADVobserved 6 days ago
$176M
Occurred
Dec 9, 2025
Advisor changed firm
Glen David Amason left Generational Wealth Advisors for Vanguard Advisers, Inc. (registered 2025-12-15)
Form ADVobserved 6 days ago
Occurred
Nov 17, 2022
Control person joined
Michael Brenen Hofstadter (Manager) appeared on Schedule A of Generational Wealth Advisors
Form ADVobserved 6 days ago
Occurred
Mar 29, 2022
Control person left
Lea Jennifer Perkins (Member) no longer on Schedule A of Generational Wealth Advisors (listed 2021-12-06, absent 2022-03-29)
Form ADVobserved 6 days ago
Occurred
Mar 29, 2022
Control person left
Gill John Jones (Member) no longer on Schedule A of Generational Wealth Advisors (listed 2021-12-06, absent 2022-03-29)
Form ADVobserved 6 days ago
Occurred
Mar 29, 2022
Control person left
Wayne Michael Perkins (Manager) no longer on Schedule A of Generational Wealth Advisors (listed 2021-12-06, absent 2022-03-29)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ec8dbf48-2a5c-c4d1-7e0e-8690d91964c1
First observed: Nov 17, 2011
Last observed: Apr 22, 2026 5 months 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.

GENERATIONAL WEALTH ADVISORS

TALIS ADVISORY SERVICES, LLC, CRD 135145

RICHARDSON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ec8dbf48-2a5c-c4d1-7e0e-8690d91964c1

Data as of Apr 22, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:00 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JEFFREY BRENT EVERETT

n/a

RICHARDSON, TX

STEPHEN THOMAS HART

Certified Financial Planner

RICHARDSON, TX

n/a

DAVID BRUCE RICHARDS

n/a

FRISCO, TX | RICHARDSON, TX

SARAH VANHOOZER CROWE

Certified Financial Planner

RICHARDSON, TX

Norbert L. Butkus

n/a

RICHARDSON, TX

HEATH ADAM FLOCK

n/a

RICHARDSON, TX

MICHAEL QUERARD

n/a

Denver, CO | RICHARDSON, TX

n/a

Gina Petrelli Aldaz

n/a

RICHARDSON, TX

Landry Lynn Thompson

n/a

RICHARDSON, TX

n/a

William Edmund Flock

n/a

RICHARDSON, TX

n/a

John David Pritchett

Certified Financial Planner

RICHARDSON, TX

BRYCE DOUGLAS GRAY

n/a

Grosse Point, MI | RICHARDSON, TX

n/a

ROBERT SCOTT RICE

Certified Financial Planner

Richardson, TX

JACOB ANDREW PATRICK HOWETH

n/a

Richardson, TX

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BINKLEY, JOHN, H.

CO-TRUSTEE OF JOHN BINKLEY JR. TRUST NO. 4

yes

04/2007

Oct 24, 2018

Mar 22, 2024

BINKLEY, RYAN, L.

CO-TRUSTEE OF JOHN BINKLEY JR. TRUST NO. 4

yes

05/2007

Oct 24, 2018

Mar 22, 2024

BINKLEY, RYAN, L.

CHIEF EXECUTIVE OFFICER

yes

10/2018

Oct 24, 2018

Mar 22, 2024

EVERETT, JEFFREY, BRENT

CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER

yes

04/2005

Nov 17, 2011

Mar 22, 2024

FLOCK, HEATH, ADAM

SECRETARY / TREASURER

yes

10/2018

Oct 24, 2018

Mar 22, 2024

GENERATIONAL CAPITAL, LLC

Owner

yes

10/2018

Oct 24, 2018

Mar 22, 2024

GRAY, BRYCE, DOUGLAS

VICE PRESIDENT AND COO

yes

10/2018

Oct 24, 2018

Mar 22, 2024

HOFSTADTER, BRENEN, MICHAEL

Manager

yes

10/2022

Nov 17, 2022

Mar 22, 2024

JOHN BINKLEY JR. TRUST NO. 4

SOLE OWNER OF GENERATIONAL CAPITAL, LLC

yes

10/2018

Oct 24, 2018

Mar 22, 2024

Johnson, Terry, Keith

VICE PRESIDENT

yes

10/2018

Oct 24, 2018

Mar 22, 2024

LAMSE, ROBERT, JAMES

President

yes

07/2006

Nov 17, 2011

Mar 22, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

GENERATIONAL CAPITAL MARKETS INC.

n/a

yes

n/a

GENERATIONAL EQUITY OF TEXAS, LLC

n/a

yes

n/a

GENERATIONAL EQUITY, LLC

n/a

yes

n/a

MAJESTIC ADVISORY GROUP, PLLC

n/a

yes

n/a

MAJESTIC ADVOCACY GROUP, PLLC

n/a

yes

n/a

MAJESTIC REALTY GROUP, LLC

n/a

yes

n/a

TALIS FINANCIAL SERVICES, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 22, 2026

$569M

n/a

2024

Apr 24, 2025

$393M

n/a

2023

Mar 22, 2024

$366M

n/a

2022

Mar 2, 2023

$283M

n/a

2021

Mar 29, 2022

$283M

n/a

2020

Mar 25, 2021

$213M

n/a

2019

Mar 23, 2020

$199M

n/a

2018

Mar 14, 2019

$182M

$180M

n/a

2017

Mar 26, 2018

$184M

$182M

n/a

2016

Mar 23, 2017

$172M

$170M

n/a

2015

Mar 24, 2016

$155M

$150M

n/a

2014

Mar 26, 2015

$173M

$161M

n/a

2013

Mar 19, 2014

$178M

$167M

n/a

2012

Mar 7, 2013

$142M

$133M

n/a

2011

Mar 14, 2012

$122M

$114M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

7.1%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$569M

$393M

44.9%

$283M

26.3%