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TC FINANCIAL MANAGEMENT, CO INC.

MARGATE CITY, NJ · CRD 128967 · IAPD ↗ · tcfinancialmgmt.com · 609-487-1805

$122.7MRegulatory AUM
2Advisory reps
5Employees
0Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
July 2025 — TC FINANCIAL MANAGEMENT, CO INC. (MARGATE CITY, NJ) is newly SEC-registered with $123.6M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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