Tanner Capital Management, LLC is a large advisory firm based in Provo. It manages $301.47 million of regulatory assets for 281 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Texas and Utah.
Tanner Capital Management provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Tanner Capital Management, LLC is $301.47 million. The firm's AUM has gone down by -6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Tanner Capital Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Tanner Capital Management is high net worth individuals with 71 clients and $241.63 million of assets under management. Among the 8 most similar advisory firms, Tanner Capital Management has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $250.89 million for 112 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Tanner Capital Management doesn't advise any private funds.
The company employs 7 people that are either part- or full-time employees. 29 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Tanner Capital Management, LLC is owned by Natalie Robison Tanner. Jerry David Tanner joined the executive team most recently as the Manager And Chief Compliance Officer.
The principal office where Tanner Capital Management, LLC performs its advisory services is located at 3610 N. University Avenue, Provo, UT 84604 4473, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 801-377-1144 or by fax 801-373-2479. The normal business hours are 8 a.m to 5 p.m on Monday - Friday.