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Tc Financial Management, Co. Inc.

● SEC registered since 2025CRD 128967SEC# 801-133018Margate City, NJ
Export (members)
Reg. AUM
$123.6M
Employees
5
Accounts
353
Location
Margate City, NJ

Tc Financial Management, Co. Inc. assets under management

Tc Financial Management, Co. Inc. is a registered investment adviser overseen by the SEC based in Margate City, NJ. The firm has been registered since 2025. It reports $123.6 million in regulatory assets under management and employs 5 people.
tcfinancialmgmt.comView on SEC.gov ↗

Tc Financial Management, Co. Inc. owners & executives

2 reported
NameTitleOwnershipSince
Douglas Buchanan CakertPresident/Cco25-50%2015
Thomas FX Cakert ControlFounder50-75%1992

Frequently asked questions

How much does Tc Financial Management, Co. Inc. manage?

Tc Financial Management, Co. Inc. reports $123.6 million in regulatory assets under management on its Form ADV.

How many employees does Tc Financial Management, Co. Inc. have?

Tc Financial Management, Co. Inc. reports 5 employees.

Where is Tc Financial Management, Co. Inc. located?

Tc Financial Management, Co. Inc. is based in Margate City, NJ and has been SEC-registered since 2025.

Does Tc Financial Management, Co. Inc. disclose fund performance?

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

Contact & registration

Address7811 Atlantic Ave, Suite a, Margate City, NJ 08402
Phone609-487-1805
Office hours5-Sep
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$123.6M
Non-discretionary$0
Total (RAUM)$123.6M