TC FINANCIAL MANAGEMENT, CO. INC.
Legal name: TC FINANCIAL MANAGEMENT, CO INC.
CRD #128967 SEC #801-133018 MARGATE CITY, NJ 609-487-1805
SEC Registered
Total AUM
$123.6M
Discretionary
$123.6M
Employees
5
Clients
10
Accounts
353
Firm Details
- Organization Type
- Corporation
- State of Formation
- New Jersey
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CAKERT, THOMAS, FX | I | FOUNDER | D | Control |
| CAKERT, THOMAS, FX | I | FOUNDER | D | Control |
| CAKERT, DOUGLAS, BUCHANAN | I | PRESIDENT/CCO | C | |
| CAKERT, DOUGLAS, BUCHANAN | I | PRESIDENT/CCO | C |
Registrations
Federal
IA
May 28, 2025 REGISTERED
Notice Filings (3)
FL NJ PA
Address
7811 ATLANTIC AVESUITE A
MARGATE CITY, NJ 08402
United States
Phone: 609-487-1805