TASSEL CAPITAL MANAGEMENT, INC.
Legal name: TASSEL CAPITAL MANAGEMENT, INC
CRD #121112 SEC #801-120382 MATTHEWS, NC 704-814-6780
SEC Registered
Total AUM
$225.4M
Discretionary
$225.4M
Employees
4
Clients
1
Accounts
804
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $225.4M | $225.4M | $0 | 4 | 1 |
| Jul 2025 | $225.4M | $225.4M | $0 | 4 | 1 |
| Jul 2025 | $225.4M | $225.4M | $0 | 4 | 1 |
| Jan 2025 | $225.4M | $225.4M | $0 | 4 | 1 |
| Aug 2024 | $182.5M | $182.5M | $0 | 4 | 0 |
| Jun 2024 | $182.5M | $182.5M | $0 | 4 | 0 |
| Jan 2024 | $182.5M | $182.5M | $0 | 4 | 0 |
| Nov 2023 | $144.1M | $144.1M | $0 | 4 | 0 |
| May 2023 | $144.1M | $144.1M | $0 | 4 | 0 |
| Jan 2023 | $144.1M | $144.1M | $0 | 4 | 0 |
| Sep 2022 | $165M | $151.8M | $13.1M | 4 | 0 |
| Jan 2022 | $165M | $151.8M | $13.1M | 4 | 0 |
| Oct 2021 | $116.3M | $116.3M | $0 | 4 | 0 |
| Jan 2021 | $116.3M | $116.3M | $0 | 4 | 0 |
DateOct 2025
Total AUM$225.4M
Discretionary$225.4M
Non-Disc.$0
Employees4
Clients1
DateJul 2025
Total AUM$225.4M
Discretionary$225.4M
Non-Disc.$0
Employees4
Clients1
DateJul 2025
Total AUM$225.4M
Discretionary$225.4M
Non-Disc.$0
Employees4
Clients1
DateJan 2025
Total AUM$225.4M
Discretionary$225.4M
Non-Disc.$0
Employees4
Clients1
DateAug 2024
Total AUM$182.5M
Discretionary$182.5M
Non-Disc.$0
Employees4
Clients0
DateJun 2024
Total AUM$182.5M
Discretionary$182.5M
Non-Disc.$0
Employees4
Clients0
DateJan 2024
Total AUM$182.5M
Discretionary$182.5M
Non-Disc.$0
Employees4
Clients0
DateNov 2023
Total AUM$144.1M
Discretionary$144.1M
Non-Disc.$0
Employees4
Clients0
DateMay 2023
Total AUM$144.1M
Discretionary$144.1M
Non-Disc.$0
Employees4
Clients0
DateJan 2023
Total AUM$144.1M
Discretionary$144.1M
Non-Disc.$0
Employees4
Clients0
DateSep 2022
Total AUM$165M
Discretionary$151.8M
Non-Disc.$13.1M
Employees4
Clients0
DateJan 2022
Total AUM$165M
Discretionary$151.8M
Non-Disc.$13.1M
Employees4
Clients0
DateOct 2021
Total AUM$116.3M
Discretionary$116.3M
Non-Disc.$0
Employees4
Clients0
DateJan 2021
Total AUM$116.3M
Discretionary$116.3M
Non-Disc.$0
Employees4
Clients0