Tuma Financial, LLC

Overview

Tuma Financial, LLC is a small, independent registered investment adviser that focuses on fee-based portfolio management and financial planning for individuals, families and small-business owners. The firm operates with a discretionary mandate across its client relationships and shows a clear preference for equity exposure as the primary engine of client portfolios. It is not positioned as an ESG-focused manager and does not operate as a multi-state adviser. Services emphasize integrated financial planning paired with ongoing portfolio oversight. The firm’s business activities also include accounting services, which suggests advisor access to tax and bookkeeping perspectives when constructing client plans. Given the client base and average client size, Tuma Financial appears to target high-net-worth individuals who need fiduciary planning and customized portfolio management rather than institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices