Levi James Brown

Real Talk Capital, LLC

6 Years of Experience

View SEC Summary

Areas of Practice

Financial Planning & CoachingInvestment ManagementRetirement PlanningBusiness OwnersHigh Net Worth

Real Talk Capital, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

5 advisors

Number of Clients

152 clients

Average Client Portfolio

$945K average

Assets Under Management

$143.6M

Fee Structure

Minimum Investment:$10K

Location

Austin, TX

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Valtrion Capital Management, LLC

May 2023 - Present · 2 yrs 9 mos

Previous Registrations

Ci Private Wealth

January 2023 - March 2023 · 2 mos

Surevest Private Wealth

January 2020 - March 2023 · 3 yrs 2 mos

Surevest Wealth Management

February 2019 - February 2020 · 1 yr

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.