Overview

Assets Under Management: $168 million
High-Net-Worth Clients: 50
Average Client Assets: $2 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 December 01, 2025. 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 December 01, 2025.

According to their SEC Form ADV, EASTSOUND CAPITAL ADVISORS, LLC serves high-net-worth individuals. View client details ↓

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars

Fee Structure

Primary Fee Schedule (2A 2B BROCHURE EASTSOUND J PIETSCH 10.25)

MinMaxMarginal Fee Rate
$0 and above 1.95%
Illustrative Fee Rates
Total AssetsAnnual FeesAverage Fee Rate
$1 million $19,500 1.95%
$5 million $97,500 1.95%
$10 million $195,000 1.95%
$50 million $975,000 1.95%
$100 million $1,950,000 1.95%

Clients

Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.55
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 450
Discretionary Accounts: 450

Regulatory Filings

CRD Number: 160180
Filing ID: 2031121
Last Filing Date: 2025-12-01 13:43:20
Website: 5

Form ADV Documents

Additional Brochure: 2B TAYLAN 12.25 (2025-12-01)

View Document Text
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.