Tassel Capital Management, Inc.

Tassel Capital Management, Inc. (CRD# 121112) is a financial advisory firm headquartered in Matthews, NC. They manage $182,509,749 in 721 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
1220 Mann Drive, Suite 100, Matthews, NC 28105
http://www.tasselcapital.com
By the Numbers
  • Total Assets Under Management
    183
    MILLION
  • Total Number of Accounts
    721
    ACCOUNTS
  • Average Account Value
    $253,134
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, FL, NC, NH, SC, VA

Financial Advisors at Tassel Capital Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
William Ertel, financial advisor Matthews NC
William B. Ertel
CRD#: 3057870
1220 Mann Drive, Suite 100, Matthews, NC 28105

William Ertel (CRD# 3057870) is an Investment Advisor Representative working at Tassel Capital Management, Inc. in Matthews, NC and has over 25 years of experience in the finance industry.

2
Carlton Whitman, financial advisor Matthews NC
Carlton Whitman
CRD#: 6375955
1220 Mann Drive, Suite 100, Matthews, NC 28105

Carlton Whitman (CRD# 6375955) is an Investment Advisor Representative working at Tassel Capital Management, Inc. in Matthews, NC and has over 9 years of experience in the finance industry.

3
Bradley Kendall, financial advisor Matthews NC
Bradley P. Kendall
CRD#: 7166341
1220 Mann Drive, Suite 100, Matthews, NC 28105

Bradley Kendall (CRD# 7166341) is an Investment Advisor Representative working at Tassel Capital Management, Inc. in Matthews, NC and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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