CRD: 298184
Tabula Rasa Advisors, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
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Investment Themes
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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