$231.1M Total AUM
$231.1M Disc. AUM
-- 3Y CAGR
5 Employees
167 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-25-2025
- Office Locations
- 1
Office Locations
1215 MT Vernon AVE STE C Williamsburg VA
About Tenzing Financial LLC
Tenzing Financial is a Williamsburg, VA fee-only fiduciary RIA providing personalized financial planning and investment strategy for individuals and families navigating major life transitions (retirement, caring for aging parents, education funding, legacy and loss). Portfolios emphasize asset allocation and risk management, with implementations largely using ETFs. Custody supported via Charles Schwab and LPL Financial.
Team overview
56 AVG AGE
$77.0M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
1.1 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
1yrs Firm Age
Insights
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
HAROLD H PHILIPSEN
Chief Compliance Officer
- CRD
- #5123941
- Ownership
- 50% but less than 75%
Available
Available
Available
TRACY LYN SHACKELFORD
--
- CRD
- #5561043
- Ownership
- 50% but less than 75%
Available
Available
Available
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R
Robert Upchurch Kohn
--
- CRD
- #6316830
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $231,100,000 | $307,314 |
| Non-Discretionary | $0 | -- |
| Total | $231,100,000 | $307,314 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Corporate - Investment Grade:
Available Cash:
Available U.S. Government/Agency:
Available Corporate - Non-Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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