Tabula Rasa Advisors, LLC

Overview

Tabula Rasa Advisors, LLC is an independent, individually owned advisory firm organized as an LLC that serves both individual/family and institutional clients. The firm’s advisory services emphasize financial planning, portfolio management for individuals and small businesses, and pension consulting; it also lists accounting among its business activities. Compensation is primarily percentage-of-AUM based. Tabula Rasa indicates active consideration of environmental, social, and governance factors across its investment program. The firm is state-registered in Alabama and Mississippi and does not present itself as a multi-state RIA. It does not operate as a capital allocator or run its own alternative funds, instead relying on third-party managers for nontraditional exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices