Tc Financial Management, Co. Inc.
● SEC registered since 2025CRD 128967SEC# 801-133018Margate City, NJ
Reg. AUM
$122.7M
Employees
5
Accounts
366
Location
Margate City, NJ
Tc Financial Management, Co. Inc. assets under management
Tc Financial Management, Co. Inc. is a registered investment adviser overseen by the SEC based in Margate City, NJ. The firm has been registered since 2025. It reports $122.7 million in regulatory assets under management and employs 5 people.
Tc Financial Management, Co. Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Douglas Buchanan Cakert | President/Cco | 25-50% | 2015 |
| Thomas FX Cakert Control | Founder | 50-75% | 1992 |
Frequently asked questions
How much does Tc Financial Management, Co. Inc. manage?
Tc Financial Management, Co. Inc. reports $122.7 million in regulatory assets under management on its Form ADV.
How many employees does Tc Financial Management, Co. Inc. have?
Tc Financial Management, Co. Inc. reports 5 employees.
Where is Tc Financial Management, Co. Inc. located?
Tc Financial Management, Co. Inc. is based in Margate City, NJ and has been SEC-registered since 2025.
Does Tc Financial Management, Co. Inc. disclose fund performance?
Tc Financial Management, Co. Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7811 Atlantic Ave, Suite a, Margate City, NJ 08402 |
| Phone | 609-487-1805 |
| Office hours | 9-5 |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$122.7M▼ 1%
May '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 89%
Larger than 11% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$122.7Mregulatory AUM
Discretionary $122.7M