RIA Intel›Advisers›Ohio›TAVCO FINANCIAL ADVISORY, INC

TAVCO FINANCIAL ADVISORY, INC

Advisory

SPRINGFIELD, OH

Data as of Feb 24, 2026 · Source: SEC Form ADV

Average account

$122K

across 86 accounts

AUM per adviser

$3M

3 advisers

Source: SEC Form ADV. Figures as filed Feb 24, 2026.

Total AUM

$10M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$10M

Discretionary AUM$0

Non-Discretionary AUM$10M

Discretionary %0%

Total Clients53

Team

Total Employees4

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InGA, KY, MO, OH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

53 clients

6 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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