Assets Under Management: $168 million
High-Net-Worth Clients: 50
Average Client Assets: $2.1 million
Frequently Asked Questions
EASTSOUND CAPITAL ADVISORS, LLC charges 1.95% on all assets according to their SEC Form ADV filing. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #160180), EASTSOUND CAPITAL ADVISORS, LLC is subject to fiduciary duty under federal law.
EASTSOUND CAPITAL ADVISORS, LLC serves 50 high-net-worth clients according to their SEC filing dated January 05, 2026. View client details ↓
According to their SEC Form ADV, EASTSOUND CAPITAL ADVISORS, LLC offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
EASTSOUND CAPITAL ADVISORS, LLC manages $168 million in client assets according to their SEC filing dated January 05, 2026.
According to their SEC Form ADV, EASTSOUND CAPITAL ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.55%
Average Client Assets: $2.1 million
Total Client Accounts: 450
Discretionary Accounts: 450
Minimum Account Size: $100,000
Note on Minimum Client Size: $100,000.00
EASTSOUND CAPITAL
ADVISORS, LLC
LLCEE
Mark Genaro Valencia Taylan
CRD 4418749
355 Wood view Avenue Suite 300
Morgan Hill, CA 95037
408-778-8280
Eastsound Capital Advisors LLC
329 Dolphin Bay Road
Eastsound, WA 98246
360-317-4688
December 1, 2025
The Brochure Supplement provides information about Mark Genaro Valencia Taylan that supplements
the Eastsound Capital Advisors LLC Brochure. You should have received a copy of the Brochure.
Please contact our Chief Compliance Officer by email at jpietsch@eastsoundcapitaladvisors.com or
phone 360-317-4688. If you did not receive Eastsound Capital Advisors Brochure or if you have any
questions about the contents of this supplement.
Additional information about Mark Genaro Valencia Taylan (CRD#4418749) is available on the
SEC’s website at www.adviserinfo.gov. You can search this site by the unique CRD number listed
above.
ITEM 2 - EDUCATIONAL BACKGROUND AND BUSINESS EXPERIENCE
Mark Genaro Valencia Taylan
Born: 1970
Post-Secondary Education:
BS Information Systems, University of California at Santa
Cruz
Successfully passed Series 7, Series 10, Series 63, Series
65
CA Insurance Agent License #OD75136
Recent Business Experience:
Investment Advisor Representative, Eastsound Capital Advisors
Managing Advisor, Advisors 360 LLC
VP Mortgage Lending, Guaranteed Rate, Inc
Loan Officer, Direct Mortgage Funding, Inc
Business Development Manager, Sindeo Inc
Investment Advisor, Sowell Management Services
Financial Advisor, Concert Wealth Management
Financial Advisor, JP Morgan:
04/2018 to Present
09/2014 to Present
03/2023 to 03/2025
06/2017 to 03/2023
01/2016 to 06/2017
09/2016 to 04/2018
09/2014 to 09/2016
10/2012 to 08/2014
ITEM 3 - DISCIPLINARY INFORMATION
Mr. Mark Genaro Valencia Taylan has no history of any legal or disciplinary events deemed to be
material to a client’s consideration of Mr. Taylan to act as their investment advisor representative.
FINRA’s Brokercheck® (http://brokercheck.finra.org/support/termsandconditions.aspx), may
have additional information regarding the disciplinary history of Mark Taylan that is not included in
this brochure supplement.
ITEM 4 - OTHER BUSINESS ACTIVITIES
Mark Taylan has the following Outside Business Activities: He is an insurance agent appointed with
various insurance companies. In this capacity Mr. Taylan may recommend securities, insurance, or other
products, and receive commissions and other compensation if products are purchased through any firms
with which Mr. Taylan is affiliated. Thus, a potential conflict of interest may exist between the interests
of Mark Taylan and those of the advisory clients. However, clients are under no obligation to act upon
any recommendations of Mr. Taylan or affect any transactions through Mr. Taylan if they decide to
follow the recommendations.
Mr. Taylan is also on the Board of Directors of FAREPA, a Silicon Valley, Inc., 501(c) 6 trade
organization that provides industry education, networking and a unified voice for real estate
professionals. He receives no compensation for this role and devotes approximately 2 hours a month to
this activity.
ITEM 5 – ADDITIONAL COMPENSATION
Mark Taylan does not receive any additional compensation other than what is listed under Item 4.
ITEM 6 - SUPERVISION
Mark Taylan is supervised through a compliance program designed to prevent and detect violations
of the federal and state securities laws. Supervision is conducted by the Chief Compliance Officer
who is responsible for administering the policies and procedures. The Chief Compliance Officer will
review those policies and procedures annually for their adequacy and the effectiveness of their
implementation. All policies and procedures of the firm are followed.
The Chief Compliance Officer may be reached at jpietsch@eastsoundcapitaladvisors.com or 360-
317-4688.