Ta Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Sewell, NJ. Its latest Form ADV filing, dated March 26, 2026, reports $439M in regulatory assets under management, 4 employees, and 322 accounts.
Assets Under Management
$439M
Employees
4
Offices
--
Total Clients
101
Primary office
SEWELL, NJ
123 EGG HARBOR RD UNIT 506, SEWELL, NJ, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 53.5% of total clients.
Top client categories% of clientsClients
1
HNWI
53.5%
54
2
Individuals
35.6%
36
3
Charitable
10.9%
11
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$439Mas of March 26, 2026
Discretionary23.8%
$104M
24% of total RAUM23.8%
Non-discretionary76.2%
$335M
76% of total RAUM76.2%
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.
Total AUM$439M
Total Accounts322
10Y AUM Change+$329M (+299.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee25:1
10Y Employee Change+3 (+300.0%)
* 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.