SEC Form ADV

TUCKER FINANCIAL GROUP

Firm profile: Tucker Financial Group — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserAL
$339.0M
Assets Under Management
3,950
Total Clients
3
Employees
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Registration Details

Accession
CRD-298292
Location
MONTGOMERY, AL
Filing Date
March 16, 2026
AUM
$339.0M
Total Clients
3,950
Institutional Clients
7
Employees
3
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporations

About this Adviser

TUCKER FINANCIAL GROUP is a registered investment adviser headquartered in MONTGOMERY, AL, managing approximately $339.0M in assets across 3,950 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.