Ta Capital Management, LLC
● SEC registered since 2013CRD 169326SEC# 801-78797Sewell, NJ
Reg. AUM
$438.9M
Employees
4
Accounts
322
Location
Sewell, NJ
Ta Capital Management, LLC assets under management
Ta Capital Management, LLC operates as an SEC-registered investment adviser based in Sewell, NJ. The firm has been registered since 2013. It reports $438.9 million in regulatory assets under management and employs 4 people.
Ta Capital Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aimee Hayden Baehr | Chief Compliance Officer | 5-10% | 2014 |
| Total Alignment Wealth Advisors, LLC Control | Member | Over 75% | 2013 |
| Ta Members, LLC Control | Member | 50-75% | 2013 |
Frequently asked questions
How much does Ta Capital Management, LLC manage?
Ta Capital Management, LLC reports $438.9 million in regulatory assets under management on its Form ADV.
How many employees does Ta Capital Management, LLC have?
Ta Capital Management, LLC reports 4 employees.
Where is Ta Capital Management, LLC located?
Ta Capital Management, LLC is based in Sewell, NJ and has been SEC-registered since 2013.
Does Ta Capital Management, LLC disclose fund performance?
Ta Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 123 Egg Harbor Rd Unit 506, Sewell, NJ 08080 |
| Phone | 6462905660 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$438.9M▲ 28%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 51%
Larger than 49% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$438.9Mregulatory AUM
Discretionary $104.4MNon-discretionary $334.5M