Tassel Capital Management, Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Matthews, NC. Its latest Form ADV filing, dated January 26, 2026, reports $266M in regulatory assets under management, 5 employees, and 850 accounts.
Assets Under Management
$266M
Employees
5
Offices
--
Total Clients
245
Primary office
MATTHEWS, NC
1220 MANN DRIVE, SUITE 100, MATTHEWS, NC, United States
Top client segmentIndividuals represent 63.3% of total clients.
Top client categories% of clientsClients
1
Individuals
63.3%
155
2
HNWI
34.7%
85
3
Corporations
2.0%
5
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$266Mas of January 26, 2026
Discretionary100.0%
$266M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$266M
Total Accounts850
10Y AUM Change+$150M (+128.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee49:1
10Y Employee Change+1 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.