CRD: 298184
Tabula Rasa Advisors, LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-17-2018
- Office Locations
- 1
Office Locations
About Tabula Rasa Advisors, LLC
Tabula Rasa Advisors, LLC is a Birmingham, AL-based registered investment adviser serving retail and institutional clients, with a focus on business owners. The firm provides financial and estate planning, retirement plan guidance, insurance planning, and portfolio construction, investing primarily through public funds (including mutual funds and ETFs) with themes spanning asset allocation, fixed income, alternatives, real estate, and ESG/SRI. Schwab custodied.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 68 clients, or 34 clients per representative. That equates to $481.1K in reported AUM per client.
The profile lists 1 reported office location and 8 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
JERRY D CALLAHAN Jr.
Chief Compliance Officer, Investment Advisor, MANAGING PRINCIPAL
- CRD
- #4583694
- Ownership
- 75% or more
Graham Chase Campbell
--
- CRD
- #7732583
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,713,017 | -- |
| Non-Discretionary | $0 | -- |
| Total | $32,713,017 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Tabula Rasa Advisors, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.