$10.5M Total AUM
$0 Disc. AUM
-- 3Y CAGR
4 Employees
53 ADV. Clients
8 yrs Firm Age
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- Custodian
- Capital Group ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-16-2017
- Office Locations
- 4
Office Locations
4910 OLD Mechanicsburg RD Springfield OH
-- Auburn KY
-- Fitzgerald GA
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.
Team overview
41 AVG AGE
$3.5M AVG AUM / ADVISOR
$197.9K AVG AUM / CLIENT
6.5 yrs AVG TENURE
4 Employees
3 Advisory Reps
4 RIA Reps
8yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
T
THOMAS JAMES TAVENNER
Chief Compliance Officer, President, Principal
- CRD
- #4720439
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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L
LARRY DANNY HUDSON
--
- CRD
- #1103859
Available
Available
Available
J
James Thomas Marsh
Financial Advisor
- CRD
- #2150368
Available
Available
Available
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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