← Tributary

TASSEL CAPITAL MANAGEMENT, INC

MATTHEWS, NC · CRD 121112 · IAPD ↗ · tasselcapital.com · 704-814-6780

$266.0MRegulatory AUM
4Advisory reps
5Employees
0Clients
1-10Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
December 2025 — TASSEL CAPITAL MANAGEMENT, INC notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
February 2024 — TASSEL CAPITAL MANAGEMENT, INC reported RAUM up 27% ($144.1M -> $182.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.