Tam Financial Advisors, LLC is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated February 19, 2026, reports $171M in regulatory assets under management, 1 employee, and 92 accounts.
Top client segmentIndividuals represent 56.5% of total clients.
Top client categories% of clientsClients
1
Individuals
56.5%
52
2
HNWI
40.2%
37
3
Pension Plans
2.2%
2
4
Charitable
1.1%
1
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$171Mas of February 19, 2026
Discretionary94.3%
$162M
94% of total RAUM94.3%
Non-discretionary5.7%
$10M
6% of total RAUM5.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$171M
Total Accounts92
10Y AUM Change+$58M (+51.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee92:1
10Y Employee Change-2 (-66.7%)
* 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.