TASSEL CAPITAL MANAGEMENT, INC
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
FINTRXOverview
Tassel Capital Management, Inc is an independent registered investment adviser that entered SEC registration in 2021 and is owned by an individual. The firm serves both individual & family clients and institutional clients, offering financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and pension consulting. Its billing mixes percentage-of-AUM fees with hourly and fixed-fee arrangements. The adviser does not position itself as a capital allocator and is not flagged as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities63%
- Public Funds/Mutual Funds34%
- Cash & Cash Equivalents3%
Contacts
3 of 4CARLTON WHITMAN
Financial PlannerCRD 6375955
Susan Kelly
Financial PlannerCRD 8108284
WILLIAM ERTEL
PresidentCRD 3057870
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 39Active vs passive
$185M in ETFs
7%
$12.8M
86%
$172M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF (DFIC) | Dimensional | Active | Foreign Large Blend | $34.5M | 970,099 | 18.63% |
Location
MATTHEWS, NC
MECKLENBURG
Location
MATTHEWS, NC
Headquartered in MATTHEWS, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- MECKLENBURG
- Address
- 1220 Mann Dr
- Time zone
- ET (UTC-5)
- Office locations
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