# Tara Financial Group, Inc.

> 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.

- CRD: 125149
- Filed as: TARA FINANCIAL GROUP, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Jonesboro, GA
- Filing period: October 2026
- Form ADV filing dated: March 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/125149
- AdvisorCensus page: https://advisorcensus.com/firm/tara-financial-group-inc-jonesboro-ga-125149

## Quick answers

**How is Tara Financial Group, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Tara Financial Group, Inc. 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 Tara Financial Group, Inc. located?**
Tara Financial Group, Inc.'s principal office is in Jonesboro, GA, according to its Form ADV.

**Is Tara Financial Group, Inc. registered with the SEC or a state?**
Tara Financial Group, Inc. is a state-registered investment advisory firm, registered since 1997. Status as filed: APPROVED. CRD 125149.

**How much does Tara Financial Group, Inc. manage?**
Tara Financial Group, Inc. reports $4,045,080 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (0% discretionary).

**Does Tara Financial Group, Inc. report any disciplinary disclosures?**
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

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $4,045,080
- Discretionary: $0
- Non-discretionary: $4,045,080

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $1,113,842 |
| High net worth individuals | Fewer than 5 | $1,555,588 |
| Corporations or other businesses not listed above | Fewer than 5 | $1,375,650 |

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

### Firm details
- Registered since: 1997 (29 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(5): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/125149

### Websites listed on Form ADV (Item 1.I)
- tarafinancialgroup.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tara Financial Group, Inc. (CRD 125149): Form ADV filing data as of October 2026.