Tannin Capital, LLC

Tannin Capital, LLC (CRD# 304238) is a financial advisory firm headquartered in Charlotte, NC. They manage $362,315,194 in 391 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1026 Jay Street, Suite B153, Charlotte, NC 28208
https://www.tannin.com
By the Numbers
  • Total Assets Under Management
    362
    MILLION
  • Total Number of Accounts
    391
    ACCOUNTS
  • Average Account Value
    $926,637
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Tannin Capital, LLC
Showing 1 - 3 of 3 top financial advisors.
1
William Blanton, financial advisor Raliegh NC
William J. Blanton
CRD#: 1073142
4509 Creedmoor Road, Suite 201, Raliegh, NC 27612

William Blanton (CRD# 1073142) is an Investment Advisor Representative working at Tannin Capital, LLC in Raliegh, NC and has over 38 years of experience in the finance industry.

2
Clay Young, financial advisor Charlotte NC
Clay H. Young
CRD#: 2256516
1026 Jay Street, Suite B153, Charlotte, NC 28208

Clay Young (CRD# 2256516) is an Investment Advisor Representative working at Tannin Capital, LLC in Charlotte, NC and has over 31 years of experience in the finance industry.

3
Kayden Roberts, financial advisor Charlotte NC
Kayden C. Roberts
CRD#: 7768088
1026 Jay Street, Suite B153, Charlotte, NC 28208

Kayden Roberts (CRD# 7768088) is an Investment Advisor Representative working at Tannin Capital, LLC in Charlotte, NC and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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