$93.3M Total AUM
$91.3M Disc. AUM
-- 3Y CAGR
1 Employees
113 ADV. Clients
28 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-08-1998
- Office Locations
- 1
Office Locations
-- Topsfield MA
About Tapparo Capital Management
Tapparo Capital Management is an independent, fee-only fiduciary RIA in Topsfield, MA providing personalized financial planning and investment management. The firm builds client road maps around major goals like retirement and estate planning, emphasizing ongoing relationships. Public filings indicate an ETF-centric, asset-allocation approach and custody at Schwab and Altruist.
Team overview
-- AVG AGE
$93.3M AVG AUM / ADVISOR
$826.0K AVG AUM / CLIENT
28.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
28yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Fund Managers
Available
Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
ANDREW JAMES TAPPARO
Chief Compliance Officer, Founder, President
- CRD
- #3034776
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $91,321,168 | -- |
| Non-Discretionary | $2,014,597 | -- |
| Total | $93,335,765 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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