Tannin Capital, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Charlotte, NC. Its latest Form ADV filing, dated March 31, 2026, reports $825M in regulatory assets under management, 7 employees, 1 office, and 532 accounts.
Assets Under Management
$825M
Employees
7
Offices
1 office
Total Clients
90
Primary office
CHARLOTTE, NC
1026 JAY STREET, SUITE B153, CHARLOTTE, NC, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 71.1% of total clients.
Top client categories% of clientsClients
1
HNWI
71.1%
64
2
Individuals
17.8%
16
3
Corporations
11.1%
10
Categories with <5 clients
Other investment advisers<5 clients
TRUST COMPANY<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$825Mas of March 31, 2026
Discretionary55.8%
$460M
56% of total RAUM55.8%
Non-discretionary44.2%
$365M
44% of total RAUM44.2%
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$825M
Total Accounts532
10Y AUM Change+$776M (+1572.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee13:1
10Y Employee Change+3 (+75.0%)
* 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.