# Tabula Rasa Advisors, LLC

> Tabula Rasa Advisors, LLC is a state-registered investment advisory firm in Birmingham, AL, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 298184
- Filed as: TABULA RASA ADVISORS, LLC
- Legal name: Tabula Rasa, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Birmingham, AL
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/298184
- AdvisorCensus page: https://advisorcensus.com/firm/tabula-rasa-advisors-llc-birmingham-al-298184

## Quick answers

**How is Tabula Rasa Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Tabula Rasa Advisors, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Tabula Rasa Advisors, LLC located?**
Tabula Rasa Advisors, LLC's principal office is in Birmingham, AL, according to its Form ADV.

**Is Tabula Rasa Advisors, LLC registered with the SEC or a state?**
Tabula Rasa Advisors, LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 298184.

**How much does Tabula Rasa Advisors, LLC manage?**
Tabula Rasa Advisors, LLC reports $32,713,017 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Tabula Rasa Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (13); pension and profit sharing plans (but not the plan participants or government pension plans) (9); high net worth individuals (8).

**Does Tabula Rasa Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/298184

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $32,713,017
- Discretionary: $32,713,017
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 13 | $1,175,462 |
| High net worth individuals | 8 | $15,450,970 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 9 | $7,886,432 |
| Other investment advisers | 2 | $2,823,461 |
| Other | 2 | $5,376,692 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2019 (7 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, MS
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- tabularasaadvisors.com
- LinkedIn @chasecampbellcpa
- LinkedIn @jerry-callahan-653b579

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tabula Rasa Advisors, LLC (CRD 298184): Form ADV filing data as of October 2026.