Overview
Assets Under Management: $825 million
Headquarters: CHARLOTTE, NC
High-Net-Worth Clients: 64
Average Client Assets: $2.0 million
Frequently Asked Questions
TANNIN CAPITAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #304238), TANNIN CAPITAL, LLC is subject to fiduciary duty under federal law.
TANNIN CAPITAL, LLC is headquartered in CHARLOTTE, NC.
TANNIN CAPITAL, LLC serves 64 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, TANNIN CAPITAL, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
TANNIN CAPITAL, LLC manages $825 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, TANNIN CAPITAL, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 64
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 15.83%
Average Client Assets: $2.0 million
Total Client Accounts: 532
Discretionary Accounts: 483
Non-Discretionary Accounts: 49
Regulatory Filings
CRD Number: 304238
Filing ID: 2077494
Last Filing Date: 2026-03-31 15:04:31