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- Custodian
- Capital Group ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-16-2017
- Office Locations
- 4
Office Locations
About Tavco Financial Advisory, INC
Tavco Financial Advisory, INC is a Springfield-based RIA with 4 offices. The firm has been operating for 8 years. Managing $10.5M in total assets under management, with 3 advisory representatives. They custody assets with Capital Group and Charles Schwab & Company.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 3 advisory representatives and 53 clients, or 17.7 clients per representative. That equates to $197.9K in reported AUM per client.
The profile lists 4 reported office locations and 8 years in operation. The source data was last updated on February 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
THOMAS JAMES TAVENNER
Chief Compliance Officer, President, Principal
- CRD
- #4720439
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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LARRY DANNY HUDSON
--
- CRD
- #1103859
James Thomas Marsh
Financial Advisor
- CRD
- #2150368
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $10,488,946 | -- |
| Total | $10,488,946 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Tavco Financial Advisory, INC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.