CRD: 161152
Tarragon Capital, LLC
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- Custodian
- Fidelity/NFS · Folio Investments · Goldman Sachs · Interactive Brokers · UBS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-25-2012
- Office Locations
- 1
Office Locations
About Tarragon Capital, LLC
Tarragon Capital, LLC is a Chattanooga, TN-based, founder-led investment adviser serving retail and institutional relationships. The firm provides financial planning, tax planning, insurance and portfolio construction, with an asset-allocation and risk-management orientation and an interest in socially responsible investing. Reported SMAs are primarily ETF-based, and custody relationships include Fidelity/NFS and Interactive Brokers.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
KYLE DOUGLAS KELLY
Chief Compliance Officer, Managing Member, President
- CRD
- #2921478
- Ownership
- 75% or more
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,251,691 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,251,691 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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