CRD: 129049
Targeted Financial Services, LLC
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- Custodian
- Capital Group · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-02-2003
- Office Locations
- 2
Office Locations
About Targeted Financial Services, LLC
Targeted Financial Services, LLC is an RIA offering financial planning and discretionary asset management, including retirement planning support via tools like its Retirement Savings Calculator. The firm serves individuals (including business owners) and select institutional relationships, with portfolios emphasizing public funds, mutual funds, ETFs, and fixed income exposures. Custody includes Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JAMES CHARLES PAYNE JR
Chief Compliance Officer, Chief Operating Officer, Senior Vice President
- CRD
- #2776808
- Ownership
- 25% but less than 50%
ALAN RUBIN
Chief Executive Officer, Chief Financial Officer, Investment Advisor
- CRD
- #2190957
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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JILL LINDA GIBB
Investment Advisor Representative
- CRD
- #4784885
Jake Robert Rubin
--
- CRD
- #8225743
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $353,427,211 | $448,512 |
| Non-Discretionary | $0 | -- |
| Total | $353,427,211 | $448,512 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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