Carlton Whitman
Tassel Capital Management · Matthews, North Carolina
Carlton Whitman is a fee-only financial advisor at Tassel Capital Management in Matthews, North Carolina. Tassel Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Tassel Capital Management |
|---|---|
| Based in | Matthews, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $266.0M across 850 accounts |
| SEC registration | Investment adviser representative in NC · CRD 6375955 |
| Exams passed | Series 63 (2014) · Series 65 (2015) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.tasselcapital.com |
How Carlton's firm compares
- Tassel Capital Management's average account is about $313,000, from its Form ADV (assets managed divided by 850 accounts).
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Questions about Carlton
Is Carlton Whitman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Carlton holds no broker registration, and Tassel Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Carlton charge for financial advice?
Carlton's firm, Tassel Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Carlton Whitman based?
Carlton Whitman is based in Matthews, North Carolina.
Is Carlton Whitman registered with the SEC?
Yes. Carlton Whitman is registered as an investment adviser representative in NC (CRD 6375955), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Tassel Capital Management manage?
Tassel Capital Management reports $266.0M across 850 accounts in assets under management.
How do I contact Carlton Whitman?
Through Carlton's website, www.tasselcapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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