This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0 bank_owner=false

Regulatory AUM

$35.5MItem 5.F on the latest filing (2026-06-26); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$0

Private client RAUM

$35.5MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

71

Advisory employees

23

Offices

1Schedule D 1.F, beyond the principal office

Accounts

17

Individual clients

0

SEC number

801-127597

CRD

325292

Filings on the tape

8

First filed

Mar 6, 2023

Latest filed

Jun 26, 2026

Organised

Limited Liability Company, DE

Website

tagassoc.com

• Occurred

  Mar 6, 2023
  First Form ADV filing

  Tag Associates Florida Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ca9b55c5-5384-2ccf-e9a6-e1aaea21db38

First observed

Mar 6, 2023

Last observed

Jun 26, 2026 2 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.