A complete list of active advisors currently associated with TA Capital Management, LLC

Warmer can help you find a great advisor at TA Capital Management, LLC or one who fits your needs even better.

TA Capital Management provides wealth management—combining ongoing asset management and financial planning—to individuals (including high-net-worth clients), trusts, estates and business clients through separately custodied accounts. The firm manages assets on an advisory, percentage-of-assets basis and delivers portfolio management and financial planning tailored to each client’s circumstances. Portfolio construction and financial plans are developed one-on-one and reviewed at least quarterly using a variety of analysis methods and strategies; the firm also aggregates orders and allocates trades pro rata when block trading. Notably, a substantial portion of the firm’s assets are managed on a non-discretionary basis, so TA Capital often seeks client approval before implementing trades, which can affect the timing and execution of transactions. TA Capital is majority-owned and operationally affiliated with Total Alignment Wealth Advisors, with a formal sub‑adviser and intercompany relationship that provides access to Total Alignment’s planning software, personnel and shared resources and creates preferential referral/fee arrangements for clients of the affiliate. The firm operates with a small advisory team while overseeing roughly $439 million for about 90 clients and requires custody at major institutional custodians that supply execution, custody and back‑office services.

To learn more about the advisors currently working at TA Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.