Best Investors Account Sign in
Inactive

Susan Jackson Kelly

Tassel Capital Management, Inc

Matthews, NC

CRD 8108284

Claim This Profile
Employer firm

Tassel Capital Management, Inc CRD 121112

$266M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Tassel Capital Management, Inc

1220 Mann Drive Suite 100, Matthews, NC 28105 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-06-11
  • NC RA
    APPROVED
    Since 2025-06-11

Branch Locations

1220 Mann Drive Suite 100, Matthews, NC 28105 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tassel Capital Management, Inc Matthews NC 09/2017 12/2024
Unemployed N/A XX 06/2015 08/2017
Tassel Capital Management, Inc Matthews NC 01/2025 Present
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

NEXUS CAPITAL INC
EDWARD JONES
FOUNDERS FINANCIAL SECURITIES LLC

Nearby Investors

ANUP A DESAI
Nadir Kabir Noorani
AFZAL SADRUDDIN MITHWANI

Nearby Offices

NEXUS CAPITAL INC · MATTHEWS, NC
EDWARD JONES · MATTHEWS, NC
FOUNDERS FINANCIAL SECURITIES LLC · Matthews, NC

More in Matthews, NC

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor