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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-06-2015
- Office Locations
- 55
Office Locations
About Tucker Asset Management LLC
Tucker Asset Management LLC is an RIA providing advisors a compliant back-office and asset management foundation, plus hands-on support in marketing, sales, and business development. The firm focuses on helping experienced insurance/annuity professionals and established advisor reps transition and grow their practices, with custody support that includes Charles Schwab.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
Lloyd Joseph Domingos
Chief Compliance Officer, Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
ASHTON LEA TUCKER
Chief Executive Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Vikalp Agrawal
Investment Advisor Representative
- CRD
- #7924134
ROBERT BAUCUM ANGLIN
Investment Advisor
- CRD
- #4290860
Showing 2 of 63 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $531,701,503 | $166,157 |
| Non-Discretionary | $71,861,273 | $4,227,134 |
| Total | $603,562,776 | $187,617 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q4 2025
| 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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