TA CAPITAL MANAGEMENT, LLC
CRD #169326 SEC #801-78797 SEWELL, NJ 6462905660
SEC Registered
Total AUM
$343.9M
Discretionary
$99.7M
Employees
3
Clients
0
Accounts
292
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 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 |
|---|---|---|---|---|
| BAEHR, AIMEE, HAYDEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| BAEHR, AIMEE, HAYDEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| BAEHR, AIMEE, HAYDEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| BAEHR, AIMEE, HAYDEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| BAEHR, AIMEE, HAYDEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| BAEHR, AIMEE, HAYDEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| BAEHR, AIMEE, HAYDEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| BAEHR, AIMEE, HAYDEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| BAEHR, AIMEE, HAYDEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| BAEHR, AIMEE, HAYDEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| BAEHR, AIMEE, HAYDEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HAYDEN, ROBERT, M | I | MEMBER | NA | |
| HAYDEN, ROBERT, M | I | CHIEF COMPLIANCE OFFICER | NA | |
| TOTAL ALIGNMENT WEALTH ADVISORS, LLC | DE | MEMBER | E | Control |
| TOTAL ALIGNMENT WEALTH ADVISORS, LLC | DE | MEMBER | E | Control |
| TOTAL ALIGNMENT WEALTH ADVISORS, LLC | DE | MEMBER | E | Control |
| TOTAL ALIGNMENT WEALTH ADVISORS, LLC | DE | MEMBER | E | Control |
| TOTAL ALIGNMENT WEALTH ADVISORS, LLC | DE | MEMBER | E | Control |
| TOTAL ALIGNMENT WEALTH ADVISORS, LLC | DE | MEMBER | E | Control |
| TOTAL ALIGNMENT WEALTH ADVISORS, LLC | DE | MEMBER | E | Control |
| TOTAL ALIGNMENT WEALTH ADVISORS, LLC | DE | MEMBER | E | Control |
| TOTAL ALIGNMENT WEALTH ADVISORS, LLC | DE | MEMBER | E | Control |
| TOTAL ALIGNMENT WEALTH ADVISORS, LLC | DE | MEMBER | E | Control |
| TOTAL ALIGNMENT WEALTH ADVISORS, LLC | DE | MEMBER | E | Control |
| TOTAL ALIGNMENT WEALTH ADVISORS, LLC | DE | MEMBER | E | Control |
| TOTAL ALIGNMENT WEALTH ADVISORS, LLC | DE | MEMBER | E | Control |
| TOTAL ALIGNMENT WEALTH ADVISORS, LLC | DE | MEMBER | E | Control |
| TOTAL ALIGNMENT WEALTH ADVISORS, LLC | DE | MEMBER | E | Control |
| TOTAL ALIGNMENT WEALTH ADVISORS, LLC | DE | MEMBER | E | Control |
| TOTAL ALIGNMENT WEALTH ADVISORS, LLC | DE | MEMBER | E | Control |
| TOTAL ALIGNMENT WEALTH ADVISORS, LLC | DE | MEMBER | E | Control |
| TOTAL ALIGNMENT WEALTH ADVISORS, LLC | DE | MEMBER | E | Control |
| TOTAL ALIGNMENT WEALTH ADVISORS, LLC | DE | MEMBER | E | Control |
| TOTAL ALIGNMENT WEALTH ADVISORS, LLC | DE | MEMBER | E | Control |
| TOTAL ALIGNMENT WEALTH ADVISORS, LLC | DE | MEMBER | E | Control |
| TOTAL ALIGNMENT WEALTH ADVISORS, LLC | DE | MEMBER | E | Control |
| TOTAL ALIGNMENT WEALTH ADVISORS, LLC | DE | MEMBER | E | Control |
| TOTAL ALIGNMENT WEALTH ADVISORS, LLC | DE | MEMBER | E | Control |
| TOTAL ALIGNMENT WEALTH ADVISORS, LLC | DE | MEMBER | E | Control |
| TOTAL ALIGNMENT WEALTH ADVISORS, LLC | DE | MEMBER | E | Control |
| TOTAL ALIGNMENT WEALTH ADVISORS, LLC | DE | MEMBER | E | Control |
| TOTAL ALIGNMENT WEALTH ADVISORS, LLC | DE | MEMBER | E | Control |
| TOTAL ALIGNMENT WEALTH ADVISORS, LLC | DE | MEMBER | E | Control |
| TOTAL ALIGNMENT WEALTH ADVISORS, LLC | DE | MEMBER | E | Control |
| TOTAL ALIGNMENT WEALTH ADVISORS, LLC | DE | MEMBER | E | Control |
| SAID, RIYAD, MICHAEL | I | CHIEF INVESTMENT OFFICER | B | Control |
| SAID, RIYAD, MICHAEL | I | CHIEF INVESTMENT OFFICER | B | Control |
| SAID, RIYAD, MICHAEL | I | CHIEF INVESTMENT OFFICER | B | Control |
| SAID, RIYAD, MICHAEL | I | CHIEF INVESTMENT OFFICER | B | Control |
| SAID, RIYAD, MICHAEL | I | CHIEF INVESTMENT OFFICER | B | Control |
| SAID, RIYAD, MICHAEL | I | CHIEF INVESTMENT OFFICER | B | Control |
| SAID, RIYAD, MICHAEL | I | CHIEF INVESTMENT OFFICER | B | Control |
| SAID, RIYAD, MICHAEL | I | CHIEF INVESTMENT OFFICER | B | Control |
| VINCENT, DAVID, T | I | CHIEF EXECUTIVE OFFICER (CEO) AND MANAGING MEMBER | B | Control |
| VINCENT, DAVID, T | I | CHIEF EXECUTIVE OFFICER (CEO) AND MANAGING MEMBER | B | Control |
| VINCENT, DAVID, T | I | CHIEF EXECUTIVE OFFICER (CEO) AND MANAGING MEMBER | B | Control |
| VINCENT, DAVID, T | I | CHIEF EXECUTIVE OFFICER (CEO) AND MANAGING MEMBER | B | Control |
| VINCENT, DAVID, T | I | CHIEF EXECUTIVE OFFICER (CEO) AND MANAGING MEMBER | B | Control |
| BAEHR, AIMEE, HAYDEN | I | CHIEF COMPLIANCE OFFICER | A | |
| BAEHR, AIMEE, HAYDEN | I | CHIEF COMPLIANCE OFFICER | A | |
| BAEHR, AIMEE, HAYDEN | I | CHIEF COMPLIANCE OFFICER | A | |
| BAEHR, AIMEE, HAYDEN | I | CHIEF COMPLIANCE OFFICER | A | |
| BAEHR, AIMEE, HAYDEN | I | CHIEF COMPLIANCE OFFICER | A | |
| BAEHR, AIMEE, HAYDEN | I | CHIEF COMPLIANCE OFFICER | A | |
| BAEHR, AIMEE, HAYDEN | I | CHIEF COMPLIANCE OFFICER | A | |
| BAEHR, AIMEE, HAYDEN | I | CHIEF COMPLIANCE OFFICER | A | |
| BAEHR, AIMEE, HAYDEN | I | CHIEF COMPLIANCE OFFICER | A | |
| BAEHR, AIMEE, HAYDEN | I | CHIEF COMPLIANCE OFFICER | A | |
| BAEHR, AIMEE, HAYDEN | I | CHIEF COMPLIANCE OFFICER | A | |
| BAEHR, AIMEE, HAYDEN | I | CHIEF COMPLIANCE OFFICER | A | |
| BAEHR, AIMEE, HAYDEN | I | CHIEF COMPLIANCE OFFICER | A | |
| BAEHR, AIMEE, HAYDEN | I | CHIEF COMPLIANCE OFFICER | A | |
| BAEHR, AIMEE, HAYDEN | I | CHIEF COMPLIANCE OFFICER | A | |
| BAEHR, AIMEE, HAYDEN | I | CHIEF COMPLIANCE OFFICER | A | |
| BAEHR, AIMEE, HAYDEN | I | CHIEF COMPLIANCE OFFICER | A | |
| BAEHR, AIMEE, HAYDEN | I | CHIEF COMPLIANCE OFFICER | A | |
| BAEHR, AIMEE, HAYDEN | I | CHIEF COMPLIANCE OFFICER | A | |
| BAEHR, AIMEE, HAYDEN | I | CHIEF COMPLIANCE OFFICER | A | |
| BAEHR, AIMEE, HAYDEN | I | CHIEF COMPLIANCE OFFICER | A | |
| TOTAL ALIGNMENT WEALTH ADVISORS, LLC | DE | MEMBER | A | Control |
| VINCENT, DAVID, T | I | CHIEF EXECUTIVE OFFICER (CEO) AND MANAGING MEMBER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| TA MEMBERS, LLC | DE | TOTAL ALIGNMENT WEALTH ADVISORS, LLC | D | Control |
| TA MEMBERS, LLC | DE | TOTAL ALIGNMENT WEALTH ADVISORS, LLC | D | Control |
| TA MEMBERS, LLC | DE | TOTAL ALIGNMENT WEALTH ADVISORS, LLC | D | Control |
| TA MEMBERS, LLC | DE | TOTAL ALIGNMENT WEALTH ADVISORS, LLC | D | Control |
| TA MEMBERS, LLC | DE | TOTAL ALIGNMENT WEALTH ADVISORS, LLC | D | Control |
| TA MEMBERS, LLC | DE | TOTAL ALIGNMENT WEALTH ADVISORS, LLC | D | Control |
| TA MEMBERS, LLC | DE | TOTAL ALIGNMENT WEALTH ADVISORS, LLC | D | Control |
| TA MEMBERS, LLC | DE | TOTAL ALIGNMENT WEALTH ADVISORS, LLC | D | Control |
| TA MEMBERS, LLC | DE | TOTAL ALIGNMENT WEALTH ADVISORS, LLC | D | Control |
| TA MEMBERS, LLC | DE | TOTAL ALIGNMENT WEALTH ADVISORS, LLC | D | Control |
| TA MEMBERS, LLC | DE | TOTAL ALIGNMENT WEALTH ADVISORS, LLC | D | Control |
| TA MEMBERS, LLC | DE | TOTAL ALIGNMENT WEALTH ADVISORS, LLC | D | Control |
| TA MEMBERS, LLC | DE | TOTAL ALIGNMENT WEALTH ADVISORS, LLC | D | Control |
| TA MEMBERS, LLC | DE | TOTAL ALIGNMENT WEALTH ADVISORS, LLC | D | Control |
| TA MEMBERS, LLC | DE | TOTAL ALIGNMENT WEALTH ADVISORS, LLC | D | Control |
| TA MEMBERS, LLC | DE | TOTAL ALIGNMENT WEALTH ADVISORS, LLC | D | Control |
| TA MEMBERS, LLC | DE | TOTAL ALIGNMENT WEALTH ADVISORS, LLC | D | Control |
| TA MEMBERS, LLC | DE | TOTAL ALIGNMENT WEALTH ADVISORS, LLC | D | Control |
| TA MEMBERS, LLC | DE | TOTAL ALIGNMENT WEALTH ADVISORS, LLC | D | Control |
| TA MEMBERS, LLC | DE | TOTAL ALIGNMENT WEALTH ADVISORS, LLC | D | Control |
| TA MEMBERS, LLC | DE | TOTAL ALIGNMENT WEALTH ADVISORS, LLC | D | Control |
| TA MEMBERS, LLC | DE | TOTAL ALIGNMENT WEALTH ADVISORS, LLC | D | Control |
| TA MEMBERS, LLC | DE | TOTAL ALIGNMENT WEALTH ADVISORS, LLC | D | Control |
| TA MEMBERS, LLC | DE | TOTAL ALIGNMENT WEALTH ADVISORS, LLC | D | Control |
| TA MEMBERS, LLC | DE | TOTAL ALIGNMENT WEALTH ADVISORS, LLC | D | Control |
| TA MEMBERS, LLC | DE | TOTAL ALIGNMENT WEALTH ADVISORS, LLC | D | Control |
| TA MEMBERS, LLC | DE | TOTAL ALIGNMENT WEALTH ADVISORS, LLC | D | Control |
| TA MEMBERS, LLC | DE | TOTAL ALIGNMENT WEALTH ADVISORS, LLC | D | Control |
| TA MEMBERS, LLC | DE | TOTAL ALIGNMENT WEALTH ADVISORS, LLC | D | Control |
| TA MEMBERS, LLC | DE | TOTAL ALIGNMENT WEALTH ADVISORS, LLC | D | Control |
| TA MEMBERS, LLC | DE | TOTAL ALIGNMENT WEALTH ADVISORS, LLC | D | Control |
| TA MEMBERS, LLC | DE | TOTAL ALIGNMENT WEALTH ADVISORS, LLC | D | Control |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (6)
CA DC NJ NY PA TX
Address
123 EGG HARBOR RD UNIT 506SEWELL, NJ 08080
United States
Phone: 6462905660