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TANNIN CAPITAL, LLC

CHARLOTTE, NC · CRD 304238 · IAPD ↗ · 704-552-1082

$824.9MRegulatory AUM
6Advisory reps
7Employees
0Clients
0Planning clients
0Private funds
1States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — TANNIN CAPITAL, LLC reported RAUM up 61% ($512.3M -> $824.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2025 — TANNIN CAPITAL, LLC crossed $500M in regulatory AUM ($362.3M -> $512.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
68
April 2024 — TANNIN CAPITAL, LLC now reports custody of client assets ($72,849).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
73
April 2024 — TANNIN CAPITAL, LLC reported RAUM up 99% ($182.0M -> $362.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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