TUMA FINANCIAL, LLC

TUMA FINANCIAL, LLC is an SEC-registered investment adviser (CRD 286365). Regulatory assets under management: $51.4M.

Registration

• CRD: 286365
• Type: Registered investment adviser
• Phone: (410) 807-5701
• Latest filing: 2026-03-24
• Regulatory AUM: $51.4M
• Discretionary AUM: $51.4M
• Clients: 1
• Accounts: 34

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 286365 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search