Tucker Financial Group
Tucker Financial Group is an SEC-registered mass-market adviser in Montgomery, AL with $339.0M assets under management (AUM, regulatory AUM), +25% over one year. See who owns Tucker Financial Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 298292, SEC 801-118704, data through 2026-03-16.
- AUM (assets under management / regulatory AUM)
- $339.0M (2026-03-16)
- Firm type
- Mass-Market Adviser
- Location
- Montgomery, AL
- Employees
- 3
- Clients
- 2,436
- CRD
- 298292
- Ownership
- TUCKER, DOUGLAS, RAY; AUMAN, BENJAMIN, LAMAR
How much AUM does Tucker Financial Group have?
Tucker Financial Group reported $339.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-16).
Who owns Tucker Financial Group?
Disclosed owners and executives of Tucker Financial Group include TUCKER, DOUGLAS, RAY, AUMAN, BENJAMIN, LAMAR. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.