RIA Intel›Advisers›Kentucky›TATRO CAPITAL, LLC

TATRO CAPITAL, LLC

Advisory

N·LEXINGTON, KY

Data as of Mar 18, 2022 · Source: SEC Form ADV

Total AUM

$277M

1-Year AUM Growth

+30.5%

3-Year CAGR

+24.4%

Employees

4

Assets Under Management

Total AUM$277M

Discretionary AUM$268M

Non-Discretionary AUM$8M

Discretionary %96.9%

Total Clients—

Team

Total Employees4

Investment Advisers6

Employee Growth (1Y)—

Filing History

Total Filings on Record18

First FilingMar 8, 2011

Latest FilingMar 18, 2022

🔒 Full AUM trend chart and 18 historical filings spanning 11+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on TATRO CAPITAL, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.