# Tavco Financial Advisory, Inc

> Tavco Financial Advisory, Inc is a state-registered investment advisory firm in Springfield, OH, registered since 2017, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 24, 2026.

- CRD: 290084
- Filed as: TAVCO FINANCIAL ADVISORY, INC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Springfield, OH
- Filing period: October 2026
- Form ADV filing dated: February 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/290084
- AdvisorCensus page: https://advisorcensus.com/firm/tavco-financial-advisory-inc-springfield-oh-290084

## Quick answers

**How is Tavco Financial Advisory, Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Tavco Financial Advisory, 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 Tavco Financial Advisory, Inc located?**
Tavco Financial Advisory, Inc's principal office is in Springfield, OH, according to its Form ADV.

**Is Tavco Financial Advisory, Inc registered with the SEC or a state?**
Tavco Financial Advisory, Inc is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 290084.

**How much does Tavco Financial Advisory, Inc manage?**
Tavco Financial Advisory, Inc reports $10,488,946 in regulatory assets under management in its Form ADV filing dated February 24, 2026 (0% discretionary).

**What types of clients does Tavco Financial Advisory, Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (47); high net worth individuals (6).

**Does Tavco Financial Advisory, Inc 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/290084

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $10,488,946
- Discretionary: $0
- Non-discretionary: $10,488,946

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 47 | $7,670,707 |
| High net worth individuals | 6 | $2,818,239 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2017 (8 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA, KY, MO, OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tavco Financial Advisory, Inc (CRD 290084): Form ADV filing data as of October 2026.