TUCKER JR., DOUGLAS, RAY
Legal name: TUCKER FINANCIAL GROUP
CRD #298292 SEC #801-118704 MONTGOMERY, AL 334-277-0500
SEC Registered
Total AUM
$271.6M
Discretionary
$267.7M
Employees
5
Clients
0
Accounts
4,430
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $271.6M | $267.7M | $3.9M | 5 | 0 |
| Mar 2024 | $217.8M | $215.1M | $2.7M | 3 | 0 |
| Nov 2023 | $183.9M | $176.7M | $7.2M | 3 | 1 |
| Aug 2023 | $183.9M | $176.7M | $7.2M | 3 | 1 |
| Mar 2023 | $183.9M | $176.7M | $7.2M | 3 | 1 |
| Sep 2022 | $199.9M | $199.9M | $0 | 2 | 2 |
| Mar 2022 | $199.9M | $199.9M | $0 | 2 | 2 |
| Mar 2021 | $162.5M | $162.5M | $0 | 3 | 1 |
| Aug 2020 | $121M | $121M | $0 | 3 | 10 |
| May 2020 | $121M | $121M | $0 | 3 | 10 |
| May 2020 | $121M | $121M | $0 | 3 | 10 |
| Apr 2020 | $121M | $121M | $0 | 3 | 10 |
DateMar 2025
Total AUM$271.6M
Discretionary$267.7M
Non-Disc.$3.9M
Employees5
Clients0
DateMar 2024
Total AUM$217.8M
Discretionary$215.1M
Non-Disc.$2.7M
Employees3
Clients0
DateNov 2023
Total AUM$183.9M
Discretionary$176.7M
Non-Disc.$7.2M
Employees3
Clients1
DateAug 2023
Total AUM$183.9M
Discretionary$176.7M
Non-Disc.$7.2M
Employees3
Clients1
DateMar 2023
Total AUM$183.9M
Discretionary$176.7M
Non-Disc.$7.2M
Employees3
Clients1
DateSep 2022
Total AUM$199.9M
Discretionary$199.9M
Non-Disc.$0
Employees2
Clients2
DateMar 2022
Total AUM$199.9M
Discretionary$199.9M
Non-Disc.$0
Employees2
Clients2
DateMar 2021
Total AUM$162.5M
Discretionary$162.5M
Non-Disc.$0
Employees3
Clients1
DateAug 2020
Total AUM$121M
Discretionary$121M
Non-Disc.$0
Employees3
Clients10
DateMay 2020
Total AUM$121M
Discretionary$121M
Non-Disc.$0
Employees3
Clients10
DateMay 2020
Total AUM$121M
Discretionary$121M
Non-Disc.$0
Employees3
Clients10
DateApr 2020
Total AUM$121M
Discretionary$121M
Non-Disc.$0
Employees3
Clients10