WILLIAMSBURG, VACRD 335259Latest ADV February 13, 2026
Tenzing Financial LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Williamsburg, VA. Its latest Form ADV filing, dated February 13, 2026, reports $231M in regulatory assets under management, 5 employees, and 752 accounts.
Assets Under Management
$231M
Employees
5
Offices
--
Total Clients
165
Primary office
WILLIAMSBURG, VA
1215 MT VERNON AVE, SUITE C, WILLIAMSBURG, VA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 55.8% of total clients.
Top client categories% of clientsClients
1
Individuals
55.8%
92
2
HNWI
44.2%
73
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$231Mas of February 13, 2026
Discretionary100.0%
$231M
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.
Total AUM$231M
Total Accounts752
10Y AUM Change+$231M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee33:1
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.