Tanner Capital Management, LLC

Tanner Capital Management, LLC (CRD# 123497) is a financial advisory firm headquartered in Provo, UT. They manage $259,079,498 in 265 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    259
    MILLION
  • Total Number of Accounts
    265
    ACCOUNTS
  • Average Account Value
    $977,658
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX, UT

Financial Advisors at Tanner Capital Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Rick K. Skousen
CRD#: 2740299
3610 N. University Avenue, Suite 350, Provo, UT 84604
93
Wealthminder
score

Rick Skousen (CRD# 2740299) is an Investment Advisor Representative working at Tanner Capital Management, LLC in Provo, UT and has over 20 years of experience in the finance industry.

2
Jerry D. Tanner
CRD#: 1409284
3610 N. University Avenue, Suite 350, Provo, UT 84604
93
Wealthminder
score

Jerry Tanner (CRD# 1409284) is an Investment Advisor Representative working at Tanner Capital Management, LLC in Provo, UT and has over 30 years of experience in the finance industry.

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