# Tax Efficient Asset Management Solution, Inc.

> Tax Efficient Asset Management Solution, Inc. is an SEC-registered investment advisory firm in Newport Beach, CA, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 18, 2026.

- CRD: 146778
- Filed as: TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC.
- Also doing business as: TEAMS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Newport Beach, CA
- Filing period: October 2026
- Form ADV filing dated: September 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/146778
- AdvisorCensus page: https://advisorcensus.com/firm/tax-efficient-asset-management-solution-inc-newport-beach-ca-146778

## Quick answers

**How is Tax Efficient Asset Management Solution, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Tax Efficient Asset Management Solution, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Tax Efficient Asset Management Solution, Inc. located?**
Tax Efficient Asset Management Solution, Inc.'s principal office is in Newport Beach, CA, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Tax Efficient Asset Management Solution, Inc. registered with the SEC or a state?**
Tax Efficient Asset Management Solution, Inc. is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 146778.

**How much does Tax Efficient Asset Management Solution, Inc. manage?**
Tax Efficient Asset Management Solution, Inc. reports $148,259,042 in regulatory assets under management in its Form ADV filing dated September 18, 2026 (98% discretionary).

**How have Tax Efficient Asset Management Solution, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Tax Efficient Asset Management Solution, Inc.: Regulatory assets under management: $79,775,246 in the October 2021 data and $148,259,042 in the October 2026 data, up 86%. Total employees: 4 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Tax Efficient Asset Management Solution, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (45); charitable organizations (30); individuals (other than high net worth individuals) (12).

**Which custodians does Tax Efficient Asset Management Solution, Inc. use?**
Tax Efficient Asset Management Solution, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Bridgebank and Charles Schwab & Co., Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Tax Efficient Asset Management Solution, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/146778

**What changed in Tax Efficient Asset Management Solution, Inc.'s recent Form ADV filings?**
In the October 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Bridgebank
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $148,259,042
- Discretionary: $145,210,949
- Non-discretionary: $3,048,093

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | $4,149,575 |
| High net worth individuals | 45 | $92,452,913 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $3,874,257 |
| Charitable organizations | 30 | $47,782,297 |

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

### Firm details
- Registered since: 2017 (9 years)
- Employees: 5 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Pasadena, CA

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $79,775,246 | 4 | March 25, 2021 |
| October 2022 | $102,938,184 | 4 | August 19, 2022 |
| October 2023 | $94,388,207 | 4 | June 13, 2023 |
| October 2024 | $98,921,788 | 5 | May 24, 2024 |
| October 2025 | $114,522,333 | 5 | March 31, 2025 |
| October 2026 | $148,259,042 | 5 | September 18, 2026 |

Regulatory assets under management: $79,775,246 in the October 2021 data and $148,259,042 in the October 2026 data, up 86%.
Total employees: 4 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Regulatory assets under management went from $114,522,333 to $148,259,042 (+29%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tax Efficient Asset Management Solution, Inc. (CRD 146778): Form ADV filing data as of October 2026.