Tassel Capital Management, Inc

RIASEC Registered

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, SEC-registered investment adviser (registered in 2021) that serves both individuals/families and institutional clients. The firm operates as a corporation owned by an individual and provides financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting services. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements, reflecting flexibility for different client needs. Tassel positions itself toward equity-oriented management, with custodial relationships and product choices that favor exchange-traded vehicles. The firm is not identified as an active ESG investor and reports focused advisory activity rather than functioning as a capital allocator or related adviser.