Susan Kelly
Tassel Capital Management · Matthews, North Carolina
Susan Kelly is a fee-only financial advisor at Tassel Capital Management in Matthews, North Carolina, who holds the CFP credential. 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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 8108284 |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.tasselcapital.com |
How Susan'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 Susan
Is Susan Kelly a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Susan 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 Susan charge for financial advice?
Susan's firm, Tassel Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Susan Kelly based?
Susan Kelly is based in Matthews, North Carolina.
What credentials does Susan Kelly hold?
Susan Kelly holds the CFP credential.
Is Susan Kelly registered with the SEC?
Yes. Susan Kelly is registered as an investment adviser representative in NC (CRD 8108284), 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 Susan Kelly?
Through Susan'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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