# TC FINANCIAL MANAGEMENT, CO. INC.

TC FINANCIAL MANAGEMENT, CO. INC. of MARGATE CITY, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 128967
- Type: SEC-registered investment adviser
- SEC file number: 801-133018
- Location: 7811 ATLANTIC AVE, SUITE A, MARGATE CITY, NJ, 08402
- Phone: 609-487-1805
- Latest filing: 2026-01-29
- Regulatory AUM: $122.7M
- Discretionary AUM: $122.7M
- Clients: 5
- Accounts: 366

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Thomas Fx Cakert | FOUNDER | — |
| Douglas Buchanan Cakert | PRESIDENT/CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/128967/brochure
- Similar advisers: https://search.stillhousedata.com/firm/128967/similar
- Related entities: https://search.stillhousedata.com/firm/128967/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/128967

---

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.