TASSEL CAPITAL MANAGEMENT, INC.
C40
CRD 121112·SEC 801-120382·MATTHEWS, NC
AUM
$266.0M
$100M-$500M
Est. Revenue
$2.7M
@ 1% on AUM
Est. EBITDA
$798K
@ 30% margin
Est. Deal Value
$6.4M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'22 · $165.0M
'23 · $165.0M
'25 · $225.4M
'26 · $266.0M
'22'26
$165.0M → $266.0M▲ +61%
Operations
Advisory staff (5-yr trend)
'22 · 3 advisors
'23 · 3 advisors
'25 · 4 advisors
'26 · 4 advisors
'22'26
3 advisors → 4 advisors▲ +33%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (17)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
1220 MANN DRIVESUITE 100MATTHEWS, NC 28105
Business
1220 MANN DRIVESUITE 100MATTHEWS, NC 28105
Edgar Recent Filings
13F-HR2026-04-21 · 0001951757-26-000684
13F-HR2026-02-13 · 0001951757-26-000460