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TASSEL CAPITAL MANAGEMENT, INC
TASSEL CAPITAL MANAGEMENT, INC.
CRD 121112 · SEC 801-120382
1220 MANN DRIVE, SUITE 100, MATTHEWS, NC, 28105, United States
Phone
704-814-6780
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$266.0M
Discretionary AUM
$266.0M
Team
5 total employees; 4 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-01-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 155 | $64.3M |
| High net worth individuals | 85 | $174.4M |
| Corporations/business entities | 5 | $8.3M |
States served
AL, IL, NC, SC, FL
All web addresses on file
Official SEC filing: View on IAPD