# Tacoma Investment Group

> Tacoma Investment Group is a state-registered investment advisory firm in Tacoma, WA, registered since 1995, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 27, 2026.

- CRD: 116741
- Filed as: TACOMA INVESTMENT GROUP
- Legal name: Tacoma Investment Group, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Tacoma, WA
- Filing period: October 2026
- Form ADV filing dated: January 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/116741
- AdvisorCensus page: https://advisorcensus.com/firm/tacoma-investment-group-tacoma-wa-116741

## Quick answers

**How is Tacoma Investment Group compensated?**
On its Form ADV (Item 5.E, October 2026), Tacoma Investment Group 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 Tacoma Investment Group located?**
Tacoma Investment Group's principal office is in Tacoma, WA, according to its Form ADV.

**Is Tacoma Investment Group registered with the SEC or a state?**
Tacoma Investment Group is a state-registered investment advisory firm, registered since 1995. Status as filed: APPROVED. CRD 116741.

**How much does Tacoma Investment Group manage?**
Tacoma Investment Group reports $43,501,453 in regulatory assets under management in its Form ADV filing dated January 27, 2026 (100% discretionary).

**What types of clients does Tacoma Investment Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (83); high net worth individuals (31).

**Does Tacoma Investment Group 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/116741

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $43,501,453
- Discretionary: $43,501,453
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 83 | $21,607,691 |
| High net worth individuals | 31 | $21,893,762 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | Fewer than 5 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 1995 (31 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tacoma Investment Group (CRD 116741): Form ADV filing data as of October 2026.