Real Talk Capital, LLC
REAL TALK CAPITAL, LLC is a registered investment adviser headquartered in Franklin, Tennessee. The firm specializes in wealth building and management, serving both high net worth individuals and individuals at all financial stages. REAL TALK CAPITAL provides comprehensive financial services including investment management, legal, tax, insurance, risk management, real estate, lending, income planning, and executive compensation. Founded in 2024, the boutique firm employs approximately 5 professionals, focusing on a highly personal approach to clients’ life and career goals.
Investment Strategy
REAL TALK CAPITAL, LLC builds, manages, and coordinates diversified investment portfolios tailored to individual client goals, with an emphasis on financial planning, risk management, and ongoing education. The firm prioritizes personalized advice, meeting regularly with clients to adjust allocations as needed and providing continuous support for clients striving for both wealth maximization and personal development. Its 13F filings indicate a diversified long-equity investment approach focused on major U.S. and technology names, allocating across ETFs and individual large-cap stocks for both long-term growth and tactical adjustments.
Top Holdings
Equity Positions (85)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 23.23% | $19.4M | 34,082 | $538.29 | $568.03 | +$3.2M |
B BND | VANGUARD BD INDEX FDS | 8.09% | $6.7M | 91,597 | $71.94 | $73.63 | +$118.9K |
N NOBL | PROSHARES TR | 6.26% | $5.2M | 51,796 | $99.55 | $100.70 | -$353.9K |
V VONG | VANGUARD SCOTTSDALE FDS | 3.38% | $2.8M | 25,829 | $103.30 | $109.20 | +$424.0K |
P PANW | PALO ALTO NETWORKS INC | 2.19% | $1.8M | 8,918 | $181.94 | $204.64 | +$313.3K |