# TASSEL CAPITAL MANAGEMENT, INC.

TASSEL CAPITAL MANAGEMENT, INC. of MATTHEWS, NC is an SEC-registered investment adviser.

## Registration

- CRD: 121112
- Type: SEC-registered investment adviser
- SEC file number: 801-120382
- Location: 1220 MANN DRIVE, SUITE 100, MATTHEWS, NC, 28105
- Phone: 704-814-6780
- Latest filing: 2026-01-26
- Regulatory AUM: $266.0M
- Discretionary AUM: $266.0M
- Clients: 5
- Accounts: 850

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| William Boroughs Ertel | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| Carlton Whitman | FINANCIAL PLANNER | — |
| Bradley Palmer Kendall | FINANCIAL PLANNER | — |
| ERTEL WILLIAM BOROUGHS | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| WHITMAN CARLTON | FINANCIAL PLANNER | — |
| Kendall Bradley Palmer | FINANCIAL PLANNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/121112/brochure
- Similar advisers: https://search.stillhousedata.com/firm/121112/similar
- Related entities: https://search.stillhousedata.com/firm/121112/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/121112

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.