Tamma Capital LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$41,284,857
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
72
28% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
72
Very HighAverage account size
$573,401
About
TAMMA Capital LLC is a single-advisor registered investment adviser that serves individuals and individual businesses with wealth planning, discretionary portfolio management, tax preparation, and consulting services. The firm offers ongoing financial planning and managed portfolios for retail clients and also provides periodic reporting generated from Morningstar.
The firm constructs customized portfolios using a mix of fundamental and technical analysis, evaluates clients’ objectives through both objective and subjective risk questionnaires, and applies tax-aware management for taxable accounts; accounts are reviewed at least quarterly. Clients grant discretionary trading authority through a Service Agreement, and the brochure notes that clients may not impose investment restrictions on their accounts.
Distinctive features include the integration of in-house tax preparation and tax-related credentials at the principal level alongside advisory services, and the firm’s combination of assets under management and assets under advisement (approximately $42.4 million AUM plus $27.2 million AUA). The brochure also discloses that the firm sells certain insurance products and receives commission compensation for those sales, a potential conflict of interest it acknowledges in client disclosures.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
General tax planning
Wealth management
Tax-loss harvesting
Fee options
Commissions received from insurance product sales; less than 5% of firm revenues
Flat hourly rate for tax preparation and filing; amount varies with complexity
Account minimum: $400,000 Minimum fee: Minimum quarterly fee of $1,250 applies if investable assets are under $400,000
Most active in
Tamma Capital LLC has reported serving >5 clients in these states in the last 12 months.
Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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