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TA CAPITAL MANAGEMENT, LLC

SEWELL, NJ · CRD 169326 · IAPD ↗ · tacapitalmanagement.com · 6462905660

$438.9MRegulatory AUM
4Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — TA CAPITAL MANAGEMENT, LLC reported RAUM up 28% ($343.9M -> $438.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
48
November 2024 — TA CAPITAL MANAGEMENT, LLC moved its main office from TURNERSVILLE, NJ to SEWELL, NJ.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

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