TAM FINANCIAL ADVISORS, LLC

TAM FINANCIAL ADVISORS, LLC is an SEC-registered investment adviser (CRD 125496). Regulatory assets under management: $171.3M.

Registration

• CRD: 125496
• SEC file number: 801-117558
• Type: Registered investment adviser
• Phone: 4103494484
• Latest filing: 2026-02-19
• Regulatory AUM: $171.3M
• Discretionary AUM: $161.6M
• Non-discretionary AUM: $9.7M
• Clients: 1
• Accounts: 92

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 125496 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search