TASSEL CAPITAL MANAGEMENT, INC

Legal name: TASSEL CAPITAL MANAGEMENT, INC.

CRD 121112File 801-120382

APPROVED

Retail clients

Custody

Filing as of Jan 26, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$266.0M

Below cohort median (national)

Discretionary AUM

$266.0M

Clients

245

850 accounts

Employees

Below cohort median in NC

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: ARO
Registration date: Feb 25, 2021
Principal office: 1220 MANN DRIVE, SUITE 100, MATTHEWS, NC, 28105
Phone: 704-814-6780
Website: HTTP://WWW.TASSELCAPITAL.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $266.0M
Discretionary AUM: $266.0M
Non-discretionary AUM: $0
Discretionary accounts: 850
Non-discretionary accounts: 0
Total accounts: 850
AUM per client: $1.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	5	$8.3M
Charitable organizations	Fewer than 5	$15.4M
High net worth individuals	85	$174.4M
Pension and profit sharing plans	Fewer than 5	$3.5M
Individuals (other than high net worth individuals)	155	$64.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.