Tassel Capital Management, Inc.
● SEC registered since 2021CRD 121112SEC# 801-120382Matthews, NC
Reg. AUM
$266M
Employees
5
Accounts
850
Location
Matthews, NC
Tassel Capital Management, Inc. assets under management
Tassel Capital Management, Inc. is an SEC-registered investment adviser based in Matthews, NC. The firm has been registered since 2021. It reports $266 million in regulatory assets under management and employs 5 people.
Tassel Capital Management, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bradley Palmer Kendall | Financial Planner | 10-25% | 2024 |
| Carlton Whitman | Financial Planner | 10-25% | 2022 |
| William Boroughs Ertel Control | President And Chief Compliance Officer | 50-75% | 2002 |
Frequently asked questions
How much does Tassel Capital Management, Inc. manage?
Tassel Capital Management, Inc. reports $266 million in regulatory assets under management on its Form ADV.
How many employees does Tassel Capital Management, Inc. have?
Tassel Capital Management, Inc. reports 5 employees.
Where is Tassel Capital Management, Inc. located?
Tassel Capital Management, Inc. is based in Matthews, NC and has been SEC-registered since 2021.
Does Tassel Capital Management, Inc. disclose fund performance?
Tassel Capital Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1220 Mann Drive, Suite 100, Matthews, NC 28105 |
| Phone | 704-814-6780 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$266M▲ 18%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$266Mregulatory AUM
Discretionary $266M