TAO FINANCIAL

TAO FINANCIAL is an SEC-registered investment adviser (CRD 310134). Regulatory assets under management: $15.8M.

Registration

• CRD: 310134
• Type: Registered investment adviser
• Phone: 407-553-8138 X1000
• Latest filing: 2026-06-26
• Regulatory AUM: $15.8M
• Discretionary AUM: $12.5M
• Non-discretionary AUM: $3.3M
• Clients: 1
• Accounts: 133

Business model

Compensation: % of AUM, Hourly, Fixed.

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 310134 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search