Tassel Capital Management, Inc

RIASEC RegisteredEst. 2021

Total AUM

$266M

Discretionary

$266M

100% of AUM

Avg account

$313K

Accounts

850

Employees

Advisory reps

Firm details

Headquarters: Matthews, North Carolina
CRD number: 121112
Registered since: February 25, 2021
Website: www.tasselcapital.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI65.57%
Individuals24.18%
Charitable Organizations5.79%
Corporations / Businesses3.14%
Pension & Profit Sharing Plans1.32%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Tassel Capital Management, Inc. is an independent, privately owned registered investment adviser that began SEC registration in 2021. The firm serves both individual and family clients as well as institutional relationships. Its client-facing services emphasize discretionary portfolio management and financial planning, and the firm also lists pension consulting and portfolio management for businesses or small institutions among its advisory activities. Fee arrangements are flexible: the firm charges asset-based fees and also offers hourly and fixed-fee engagements. The firm's public filings show an equity-oriented profile: exchange-traded securities make up the largest portion of assets under management, and the firm does not identify as an active ESG investor. Tassel is not reported as functioning as a capital allocator or as a related adviser to another manager.