Tamma Capital LLC

RIASEC Registered

Total AUM

$42.4M

Discretionary

$42.4M

100% of AUM

Avg account

$192K

Accounts

221

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 156118
Website: tammacapital.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
Client types: HNWI54.65%
Individuals42.78%
Charitable Organizations2.57%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Tamma Capital LLC is an independent, owner-operated registered investment adviser that focuses on wealth management for individuals, families and institutional clients. The firm provides financial planning and discretionary portfolio management across retail and small-business relationships while also serving certain institutional mandates. Its stated preference is toward equity-centric portfolios, delivered through managed accounts and advisory arrangements, and it combines fee structures that include a percentage of assets, hourly work, flat fees and commission-based services to suit different client needs. Tamma Capital does not position itself as an ESG-focused manager and is not structured as a multi-state adviser.