MARGATE CITY, NJCRD 128967Latest ADV January 29, 2026
Tc Financial Management, Co Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Margate City, NJ. Its latest Form ADV filing, dated January 29, 2026, reports $123M in regulatory assets under management, 5 employees, and 366 accounts.
Assets Under Management
$123M
Employees
5
Offices
--
Total Clients
144
Primary office
MARGATE CITY, NJ
7811 ATLANTIC AVE, SUITE A, MARGATE CITY, NJ, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 74.3% of total clients.
Top client categories% of clientsClients
1
Individuals
74.3%
107
2
HNWI
25.7%
37
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$123Mas of January 29, 2026
Discretionary100.0%
$123M
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$123M
Total Accounts366
10Y AUM Change$-878K (-0.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee29:1
10Y Employee Change0 (0.0%)
* 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.