TAM Financial Advisors, LLC

Overview

TAM Financial Advisors, LLC is an independent registered investment adviser that provides financial planning and portfolio management to high-net-worth individuals, families and a limited institutional client set. The firm, organized under individual ownership and SEC-registered in 2019, runs a fee menu that includes a percentage-of-AUM model alongside hourly and fixed-fee engagements. Advisory services span financial planning, managed portfolios for individuals and small businesses, portfolio management for institutional or business clients, and pension consulting. Investment activity shows a clear tilt toward public equities — exchange-traded securities are the dominant exposure — supplemented by fixed-income and structured products. The firm is not positioned as a capital allocator and does not market itself as an active ESG investor. Its typical approach blends discretionary portfolio management with select non-discretionary mandates and tailored planning work.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices