Tassel Capital Management, Inc.

Tassel Capital Management, Inc. (CRD# 121112) is a financial advisory firm headquartered in Matthews, NC. They manage $55,589,576 in 426 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    56
    MILLION
  • Total Number of Accounts
    426
    ACCOUNTS
  • Average Account Value
    $130,492
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
  • Other
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.

AL, GA, NC, SC

Financial Advisors at Tassel Capital Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
William B. Ertel
CRD#: 3057870
1258 Mann Drive, Suite 200, Matthews, NC 28105
96
Wealthminder
score

William Ertel (CRD# 3057870) is an Investment Advisor Representative working at Tassel Capital Management, Inc. in Matthews, NC and has over 18 years of experience in the finance industry. William Ertel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Carlton Whitman
CRD#: 6375955
1258 Mann Drive, Suite 200, Matthews, NC 28105
88
Wealthminder
score

Carlton Whitman (CRD# 6375955) is an Investment Advisor Representative working at Tassel Capital Management, Inc. in Matthews, NC and has over 2 years of experience in the finance industry.

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