TAVCO FINANCIAL ADVISORY, INC

Overview

Tavco Financial Advisory, Inc. is an independent, individually owned registered investment adviser that focuses on advice and portfolio oversight for individuals and families. The firm charges investment-management fees based on a percentage of assets under management and positions itself as a capital allocator — partnering with third‑party fund managers when needed rather than running a heavy in‑house alternatives platform. Service offerings center on financial planning, discretionary and non‑discretionary portfolio management for individuals and small businesses, pension consulting work and the selection of outside advisers. The firm reports no active ESG investing program. Its portfolio construction leans toward pooled public vehicles rather than direct single‑security concentration, and it appears to take a pragmatic approach to client mandates, favoring mutual funds and similar public funds as core building blocks.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices