At Tucker Asset Management, we understand you are dealing with people’s financial wellbeing. Our goal is to create lasting relationships faithfully built on integrity and trust, where doing right by people is our guidepost. We lead by example, and aim to set standards of excellence through every tool, training, and touchpoint. At Tucker Asset Management, we are committed to building relationships that grow and transcend business. With God and integrity as our foundation we grow one relationship at a time.

Tucker Asset Management (TAM) is a client-centric, hands-on, registered investment advisory firm that allows advisors to choose from proven, specialized financial models. We address each client’s unique investment goals, while providing exceptional back office support for streamlining your operations and increasing efficiency in your business.

Our Service and Operations Teams will each serve as an ongoing resource for our advisors and their staff. All TAM advisors will work with a dedicated Busines Developer who is responsible for understanding your business needs. We provide digital marketing, advanced technology solutions, service support, and training in order to allow the TAM advisor to focus on their client interactions, and grow their business.

Form CRS (Client Relationship Summary)


Tucker Asset Management, an SEC registered investment advisor. Tucker Asset Management, only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the Commission and does not mean that the advisor has attained a specific level of skill or ability. For more information, please read our Disclosures and Privacy Policy.
All investments involve the risk of potential investment losses as well as the potential for investment gains. Prior performance is no guarantee of future results, and there can be no assurance, and clients should not assume, that future performance will be comparable to past performance. No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.