The Tavenner Company
Firm details
- Headquarters
- Springfield, Ohio
- CRD number
- 18004
- Registered since
- July 28, 1989
- Website
- www.tavennerco.com
Firm profile
FINTRXOverview
The Tavenner Company is a privately owned corporation that has been SEC-registered since 1989. FINTRX identifies ownership as individual and classifies the firm as "unclassified"; the platform provides limited detail on the firm's advisory offerings, client segmentation, or fee arrangements. Available metadata indicates the firm is not positioned as a capital allocator, is not identified as an active ESG investor, and is not reported as a pension consultant or related adviser. FINTRX also notes the firm is not a multi-state adviser, and the firm did not supply additional information about its activities, affiliations, or business lines within the dataset provided. Because public-facing disclosure in the record is sparse, further direct inquiry would be required to clarify services, target clients, and investment approach.
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
William Tavenner
Chief Compliance OfficerCRD 1508490
Contacts
3 of 13
Thomas Tavenner
PresidentCRD 4720439
Martin Jaras
PresidentCRD 1480411
Maryanne Moscone
Registered RepresentativeCRD 2386117
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Springfield, OH
Clark
Location
Springfield, OH
Headquartered in Springfield, OH, anchoring the Dayton-Springfield-Kettering, OH metro in the Midwest.
- Metro area
- Dayton-Springfield-Kettering, OH
- Region
- Midwest
- County
- Clark
- Address
- 4910 Old Mechanicsburg Rd
- Time zone
- ET (UTC-5)
- Office locations
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