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TA CAPITAL MANAGEMENT, LLC
CRD 169326File 801-78797
APPROVED
Retail clients
Custody
Filing as of Mar 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$438.9M
Below cohort median (national)
Discretionary AUM
$104.4M
Non-discretionary $334.5M
Clients
101
322 accounts
Employees
4
Below cohort median in NJ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Nov 8, 2013
- Principal office
- 123 EGG HARBOR RD UNIT 506, SEWELL, NJ, 08080
- Phone
- 6462905660
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $438.9M
- Discretionary AUM
- $104.4M
- Non-discretionary AUM
- $334.5M
- Discretionary accounts
- 71
- Non-discretionary accounts
- 251
- Total accounts
- 322
- AUM per client
- $4.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $725K |
| Charitable organizations | 11 | $33.4M |
| High net worth individuals | 54 | $395.5M |
| Individuals (other than high net worth individuals) | 36 | $9.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- 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
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This 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.