TAVCO FINANCIAL ADVISORY, INC

TAVCO FINANCIAL ADVISORY, INC of SPRINGFIELD, OH is an SEC-registered investment adviser (CRD 290084). Regulatory assets under management: $10.5M.

Registration

• CRD: 290084
• Type: Registered investment adviser
• Location: 4910 OLD MECHANICSBURG RD, SPRINGFIELD, OH, 45502
• Phone: 937-399-8415
• Latest filing: 2026-02-24
• Regulatory AUM: $10.5M
• Non-discretionary AUM: $10.5M
• Clients: 4
• Accounts: 86

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 290084 on SEC IAPD (source of record)
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