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Tassel Capital Management, Inc.

● SEC registered since 2021CRD 121112SEC# 801-120382Matthews, NC
Export (members)
Reg. AUM
$225.4M
Employees
4
Accounts
804
Location
Matthews, NC

Tassel Capital Management, Inc. assets under management

Tassel Capital Management, Inc. is an SEC-registered investment adviser based in Matthews, NC. The firm has been registered since 2021. It reports $225.4 million in regulatory assets under management and employs 4 people.
www.tasselcapital.comView on SEC.gov ↗

Tassel Capital Management, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Bradley Palmer KendallFinancial Planner10-25%2024
Carlton WhitmanFinancial Planner10-25%2022
William Boroughs Ertel ControlPresident And Chief Compliance Officer50-75%2002

Frequently asked questions

How much does Tassel Capital Management, Inc. manage?

Tassel Capital Management, Inc. reports $225.4 million in regulatory assets under management on its Form ADV.

How many employees does Tassel Capital Management, Inc. have?

Tassel Capital Management, Inc. reports 4 employees.

Where is Tassel Capital Management, Inc. located?

Tassel Capital Management, Inc. is based in Matthews, NC and has been SEC-registered since 2021.

Does Tassel Capital Management, Inc. disclose fund performance?

Tassel Capital Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1220 Mann Drive, Suite 100, Matthews, NC 28105
Phone704-814-6780
Office hours8:00 a.m. To 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$225.4M
Non-discretionary$0
Total (RAUM)$225.4M