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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-08-2013
- Office Locations
- 1
Office Locations
About TA Capital Management, LLC
TA Capital Management, LLC is an SEC-registered, fee-only investment manager delivering independent, holistic advice and customized portfolios. Investment focus includes low-cost, tax-efficient passive strategies, impact-oriented solutions, and philanthropic asset management. Its "Total Alignment" policy bars commission product sales and referral fees, aligning incentives with clients; serves retail and institutional relationships, often custodied at Schwab or Fidelity.
Team overview
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Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
AIMEE HAYDEN BAEHR
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #4379743
- Ownership
- 5% but less than 10%
Showing 1 of 1 owners & executives
Unlock allContacts
Collin George Bill
Client Service Associate
- CRD
- #7070654
WILLIAM LEONARD LAFFERTY
Chief Compliance Officer, Client Service Associate
- CRD
- #7179616
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $104,381,059 | $1,470,156 |
| Non-Discretionary | $334,527,425 | $1,332,779 |
| Total | $438,908,484 | $1,363,070 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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