# TALIS ADVISORY SERVICES, LLC

TALIS ADVISORY SERVICES, LLC of RICHARDSON, TX is an SEC-registered investment adviser.

## Registration

- CRD: 135145
- Type: SEC-registered investment adviser
- SEC file number: 801-67609
- Location: 3400 NORTH CENTRAL EXPRESSWAY, SUITE 100, RICHARDSON, TX, 75080
- Phone: 972-378-1795
- Latest filing: 2026-04-22
- Regulatory AUM: $568.8M
- Discretionary AUM: $568.8M
- Clients: 60
- Accounts: 602

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (24)

| Name | Role | Location |
| --- | --- | --- |
| Gray Douglas | VICE PRESIDENT; VICE PRESIDENT AND COO | Brooklyn, NY |
| Jeffrey Brent Everett | CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | — |
| Robert James Lamse | MANAGING DIRECTOR, GROWTH AND PARTNERSHIPS; PRESIDENT | — |
| Ryan L Binkley | CHIEF EXECUTIVE OFFICER; CO-TRUSTEE OF JOHN BINKLEY JR. TRUST NO. 4 | — |
| Heath Adam Flock | SECRETARY / TREASURER | — |
| Bryce Douglas Gray | CHIEF OPERATING OFFICER; VICE PRESIDENT AND COO | — |
| Terry Keith Johnson | VICE PRESIDENT | — |
| John H Binkley | CO-TRUSTEE OF JOHN BINKLEY JR. TRUST NO. 4 | — |
| Brenen Michael Hofstadter | MANAGER | — |
| EVERETT JEFFREY BRENT | CHIEF COMPLIANCE OFFICER; CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER; VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| JONES JOHN GILL | DIRECTOR; MEMBER; PARTNER | — |
| PERKINS JENNIFER LEA | DIRECTOR; MEMBER; PARTNER | — |
| LAMSE ROBERT JAMES | PRESIDENT | — |
| PERKINS JONATHAN MICHAEL | LIMITED PARTNER | — |
| JONES TAYLOR PAIGE | LIMITED PARTNER | — |
| JOHNSON ALFRED KEITH | VICE PRESIDENT | — |
| PERKINS ANTHONY WAYNE | CHIEF FINANCIAL OFFICER; MANAGER | — |
| FLOCK HEATH ADAM | SECRETARY / TREASURER | — |
| BINKLEY RYAN L | CHIEF EXECUTIVE OFFICER; CO-TRUSTEE OF JOHN BINKLEY JR. TRUST NO. 4 | — |
| BINKLEY JOHN H | CO-TRUSTEE OF JOHN BINKLEY JR. TRUST NO. 4 | — |
| HOFSTADTER BRENEN MICHAEL | MANAGER | — |
| Ryan L. Binkley | CHIEF EXECUTIVE OFFICER; CO-TRUSTEE OF JOHN BINKLEY JR. TRUST NO. 4 | — |
| John H. Binkley | CO-TRUSTEE OF JOHN BINKLEY JR. TRUST NO. 4 | — |
| Steven Jay Schreiber | MANAGER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/135145/brochure
- Similar advisers: https://search.stillhousedata.com/firm/135145/similar
- Related entities: https://search.stillhousedata.com/firm/135145/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/135145

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.