TC FINANCIAL MANAGEMENT, CO INC.

Legal name: TC FINANCIAL MANAGEMENT, CO. INC.

CRD 128967File 801-133018

APPROVED

Retail clients

Custody

Filing as of Jan 29, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$122.7M

Bottom 25% of cohort (national)

Discretionary AUM

$122.7M

Clients

144

366 accounts

Employees

Bottom 25% of cohort in NJ

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: NYRO
Registration date: Jun 16, 2025
Principal office: 7811 ATLANTIC AVE, SUITE A, MARGATE CITY, NJ, 08402
Phone: 609-487-1805
Website: http://tcfinancialmgmt.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $122.7M
Discretionary AUM: $122.7M
Non-discretionary AUM: $0
Discretionary accounts: 366
Non-discretionary accounts: 0
Total accounts: 366
AUM per client: $852K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$402K
High net worth individuals	37	$90.8M
Individuals (other than high net worth individuals)	107	$31.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

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

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: Yes
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 17, 2026	Custody	false	true
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.