GENERATIONAL WEALTH ADVISORS

Legal name: TALIS ADVISORY SERVICES, LLC

CRD 135145File 801-67609

APPROVED

Retail clients

Custody

Filing as of Apr 22, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$568.8M

Above cohort median (national)

Discretionary AUM

$568.8M

Clients

184

602 accounts

Employees

Above cohort median in TX

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: Mar 2, 2007
Principal office: 3400 NORTH CENTRAL EXPRESSWAY, SUITE 100, RICHARDSON, TX, 75080
Phone: 972-378-1795
Website: HTTP://WWW.TALISADVISORS.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $568.8M
Discretionary AUM: $568.8M
Non-discretionary AUM: $0
Discretionary accounts: 602
Non-discretionary accounts: 0
Total accounts: 602
AUM per client: $3.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	18	$105.4M
Charitable organizations	Fewer than 5	$8.2M
High net worth individuals	98	$406.8M
Pension and profit sharing plans	Fewer than 5	$9.1M
Individuals (other than high net worth individuals)	61	$39.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.