TABULA RASA ADVISORS, LLC

TABULA RASA ADVISORS, LLC of BIRMINGHAM, AL is an SEC-registered investment adviser (CRD 298184). Regulatory assets under management: $32.7M.

Registration

• CRD: 298184
• SEC file number: 801-113862
• Type: Registered investment adviser
• Location: 110 OFFICE PARK DRIVE, SUITE # 100, BIRMINGHAM, AL, 35223
• Phone: 205-323-5440
• Latest filing: 2026-03-31
• Regulatory AUM: $32.7M
• Discretionary AUM: $32.7M
• Clients: 2
• Accounts: 60

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 298184 on SEC IAPD (source of record)
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