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TABULA RASA ADVISORS, LLC
TABULA RASA, LLC
CRD 298184 · SEC 801-113862
110 OFFICE PARK DRIVE, SUITE # 100, BIRMINGHAM, AL, 35223, United States
Phone
205-323-5440
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$32.7M
Discretionary AUM
$32.7M
Team
2 total employees; 2 advisory reps; 34 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 13 | $1.2M |
| High net worth individuals | 8 | $15.5M |
| Pension/profit sharing plans | 9 | $7.9M |
| Other investment advisers | 2 | $2.8M |
All web addresses on file
Official SEC filing: View on IAPD