# Tanner Insurance & Advisory, LLC

> Tanner Insurance & Advisory, LLC is a state-registered investment advisory firm in Salt Lake City, UT, registered since 2013, with no regulatory assets under management reported in its Form ADV filing dated March 31, 2026.

- CRD: 167461
- Filed as: TANNER INSURANCE & ADVISORY, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Salt Lake City, UT
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/167461
- AdvisorCensus page: https://advisorcensus.com/firm/tanner-insurance-and-advisory-llc-salt-lake-city-ut-167461

## Quick answers

**How is Tanner Insurance & Advisory, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Tanner Insurance & Advisory, LLC reports these compensation arrangements: other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Tanner Insurance & Advisory, LLC located?**
Tanner Insurance & Advisory, LLC's principal office is in Salt Lake City, UT, according to its Form ADV.

**Is Tanner Insurance & Advisory, LLC registered with the SEC or a state?**
Tanner Insurance & Advisory, LLC is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 167461.

**Does Tanner Insurance & Advisory, 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/167461

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Advisory services (Item 5.G)
- Other

### Firm details
- Registered since: 2013 (13 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [tannerco.com](https://tannerco.com)
- Facebook @tannercompany
- Instagram @tanner_llc
- LinkedIn @tanner-lc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tanner Insurance & Advisory, LLC (CRD 167461): Form ADV filing data as of October 2026.