{
  "crd_number": 125149,
  "slug": "tara-financial-group-inc-jonesboro-ga-125149",
  "primary_business_name": "TARA FINANCIAL GROUP, INC.",
  "legal_name": "TARA FINANCIAL GROUP, INC.",
  "dbas": [],
  "city": "Jonesboro",
  "state": "GA",
  "country": "United States",
  "cbsa_code": "12060",
  "metro": {
    "cbsa_code": "12060",
    "common_name": "Atlanta",
    "msa_name": "Atlanta-Sandy Springs-Roswell, GA",
    "path": "/advisors/ga/atlanta"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "1997-03-04",
  "years_registered": 29,
  "period": "2026-10-01",
  "filing_date": "2026-03-05",
  "carried_forward": false,
  "raum_total": 4045080.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 4045080.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 3,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 1113842.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 1555588.0,
      "count": null,
      "fewer_than_5": true
    },
    "corporations_other_businesses": {
      "raum": 1375650.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "FL",
    "GA"
  ],
  "websites": [
    "https://tarafinancialgroup.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/125149",
  "disclosure_items": [
    {
      "item": "11.D(5)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever denied, suspended, or revoked the registration or license of the firm or an advisory affiliate, prevented either by order from associating with an investment-related business, or restricted either one's activity?"
    }
  ],
  "city_as_filed": "JONESBORO",
  "url": "https://advisorcensus.com/firm/tara-financial-group-inc-jonesboro-ga-125149",
  "display_name": "Tara Financial Group, Inc.",
  "summary": "Tara Financial Group, Inc. is a state-registered investment advisory firm in Jonesboro, GA, registered since 1997, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 5, 2026.",
  "citation": "AdvisorCensus. Tara Financial Group, Inc. (CRD 125149): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Tara Financial Group, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Tara Financial Group, Inc. reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Tara Financial Group, Inc. located?",
      "a": "Tara Financial Group, Inc.'s principal office is in Jonesboro, GA, according to its Form ADV."
    },
    {
      "q": "Is Tara Financial Group, Inc. registered with the SEC or a state?",
      "a": "Tara Financial Group, Inc. is a state-registered investment advisory firm, registered since 1997. Status as filed: APPROVED. CRD 125149."
    },
    {
      "q": "How much does Tara Financial Group, Inc. manage?",
      "a": "Tara Financial Group, Inc. reports $4,045,080 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (0% discretionary)."
    },
    {
      "q": "Does Tara Financial Group, Inc. report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(5) (another regulator's denial, suspension, or revocation of a registration or license, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/125149"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/tara-financial-group-inc-jonesboro-ga-125149.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": null,
      "fewer_than_5": true,
      "raum": 1113842.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": null,
      "fewer_than_5": true,
      "raum": 1555588.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 1375650.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/125149",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}