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TANNIN CAPITAL, LLC
CRD 304238File 801-116787
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$824.9M
Above cohort median (national)
Discretionary AUM
$460.2M
Non-discretionary $364.7M
Clients
90
532 accounts
Employees
7
Above cohort median in NC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jun 14, 2019
- Principal office
- 1026 JAY STREET, SUITE B153, CHARLOTTE, NC, 28208
- Phone
- 704-552-1082
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $824.9M
- Discretionary AUM
- $460.2M
- Non-discretionary AUM
- $364.7M
- Discretionary accounts
- 483
- Non-discretionary accounts
- 49
- Total accounts
- 532
- AUM per client
- $9.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 10 | $44.4M |
| Other investment advisers | Fewer than 5 | $117.0M |
| High net worth individuals | 64 | $130.6M |
| Individuals (other than high net worth individuals) | 16 | $4.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- 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
- Yes
- 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- Q11D4
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.