RIA Intel›Advisers›Georgia›TARA FINANCIAL GROUP, INC.

TARA FINANCIAL GROUP, INC.

Advisory

JONESBORO, GA

Data as of Mar 5, 2026 · Source: SEC Form ADV

Average account
$674K
across 6 accounts
AUM per adviser
$2M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 5, 2026.

Total AUM
$4M
Discretionary %
0%
Clients
—
Employees
3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$4M
Discretionary AUM$0
Non-Discretionary AUM$4M
Discretionary %0%
Total Clients—
Team
Total Employees3
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InFL, GA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in GA

Closest by assets under management. All figures from Form ADV.

DONNELLY INVESTMENTS CORPORATION
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$4M
-97.3% 1Y
SOLOMON INVESTMENTS & FINANCIAL PLANNING, LLC
MACON, GA
$4M
WAKIL WEALTH ADVISORY LLC
$4M
KUBER CAPITAL MANAGEMENT, LLC
$4M

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