$171.3M Total AUM
$161.6M Disc. AUM
5.2% 3Y CAGR
1 Employees
92 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-31-2003
- Office Locations
- 1
Office Locations
1441 Pleasant Lake Road Annapolis MD
About TAM Financial Advisors, LLC
TAM Financial Advisors is an independent, fee-only fiduciary RIA in Annapolis, MD providing personalized financial planning, private portfolio management, and goals-based retirement planning, including support for small-business owners. The team includes CFP® and CPA® expertise and avoids turnkey models in favor of custom, tax-aware portfolios; public filings indicate ETF-centric allocations alongside high-quality fixed income.
Team overview
59 AVG AGE
$171.3M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
21 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
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Client Personas
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CRM
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
MICHAEL LOREN MARVIN
Partner & Sr. Financial Advisor
- CRD
- #4667334
- Ownership
- 75% or more
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Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $161,592,779 | $1,970,644 |
| Non-Discretionary | $9,717,510 | $971,751 |
| Total | $171,310,289 | $1,862,068 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Sovereign Bonds:
Available U.S. Government/Agency:
Available Cash:
Available Other:
Available Corporate - Non-Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Sovereign Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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