Tassel Capital Management, Inc
Tassel Capital Management, Inc is an SEC-registered wealth manager in Matthews, NC with $266.0M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Tassel Capital Management, Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 121112, SEC 801-120382, data through 2026-01-26.
- AUM (assets under management / regulatory AUM)
- $266.0M (2026-01-26)
- Firm type
- Wealth Manager
- Location
- Matthews, NC
- Employees
- 5
- Clients
- 245
- CRD
- 121112
- Ownership
- ERTEL, WILLIAM, BOROUGHS; Kendall, Bradley, Palmer; WHITMAN, CARLTON; KENDALL, BRADLEY, PALMER
How much AUM does Tassel Capital Management, Inc have?
Tassel Capital Management, Inc reported $266.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-26).
Who owns Tassel Capital Management, Inc?
Disclosed owners and executives of Tassel Capital Management, Inc include ERTEL, WILLIAM, BOROUGHS, Kendall, Bradley, Palmer, WHITMAN, CARLTON, KENDALL, BRADLEY, PALMER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.