$339.0M Total AUM
$339.0M Disc. AUM
16.3% 3Y CAGR
3 Employees
2,436 ADV. Clients
7 yrs Firm Age
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- Custodian
- American Funds · Capital Bank · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-25-2018
- Office Locations
- 1
Office Locations
254 Winton Blount Loop Montgomery AL
About Tucker Financial Group
Tucker Financial Group is a Montgomery, AL fee-only fiduciary providing advice-only financial planning and investment management with no product sales. The team is mutual-fund focused, using its own research to select funds aligned to client objectives and risk comfort. Clients work directly with a small local office (no call center), and the firm can custody through Charles Schwab.
Team overview
62 AVG AGE
$113.0M AVG AUM / ADVISOR
$139.2K AVG AUM / CLIENT
5.7 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
Available
Investment Vehicles
Available
Services
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Owner & Executives
D
DOUGLAS RAY TUCKER JR
Chief Compliance Officer, Managing Director
- CRD
- #1428708
- Ownership
- 75% or more
Available
Available
Available
B
BENJAMIN LAMAR AUMAN
Director
- CRD
- #6977257
- Ownership
- 10% but less than 25%
Available
Available
Available
Showing 2 of 2 owners & executives
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DANIEL MARK DEAN
Investment Advisor Representative
- CRD
- #7283643
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $339,025,322 | $85,829 |
| Non-Discretionary | $0 | -- |
| Total | $339,025,322 | $85,829 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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