{"url":"https://nivawealth.com/firms/tamarisk-financial-312073","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/312073","regulatoryAum":781324025,"crd":"312073","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2455314","suffix":null,"lastName":"AILES","firstName":"SHANE","middleName":"ALAN"},{"crd":"2314415","suffix":null,"lastName":"ANTONE","firstName":"JACQUELINE","middleName":"ANNE"},{"crd":"2514380","suffix":null,"lastName":"BAUMAN","firstName":"KENNETH","middleName":"ALAN"},{"crd":"4801722","suffix":null,"lastName":"BOSCH","firstName":"THOMAS","middleName":"SCOTT"},{"crd":"7115447","suffix":null,"lastName":"Bross","firstName":"Kyle","middleName":"Joshua"},{"crd":"5346975","suffix":null,"lastName":"CLARK","firstName":"AARON","middleName":"MICHAEL"},{"crd":"1070464","suffix":null,"lastName":"CLARK","firstName":"KEVIN","middleName":"HOWARD"},{"crd":"2772942","suffix":null,"lastName":"DOOLITTLE","firstName":"KIRSEN","middleName":"LYNN"},{"crd":"6093708","suffix":null,"lastName":"GORMAN","firstName":"RYAN","middleName":"MICHAEL"},{"crd":"7086113","suffix":null,"lastName":"Hogg","firstName":"Matthew","middleName":"Alexander"},{"crd":"7356004","suffix":null,"lastName":"Jolly","firstName":"Kurt","middleName":"Thomas"},{"crd":"5124024","suffix":null,"lastName":"MOSHER","firstName":"HEATHER","middleName":"LYNNELLE"},{"crd":"6369152","suffix":null,"lastName":"PERKINS","firstName":"JEFFREY","middleName":"DAVID"},{"crd":"2947147","suffix":null,"lastName":"RHOADS","firstName":"BRENT","middleName":"HAROLD"},{"crd":"7352483","suffix":null,"lastName":"SCHOON","firstName":"CALEB","middleName":"JAY"},{"crd":"7748975","suffix":null,"lastName":"Sikkel","firstName":"Samuel","middleName":"William"},{"crd":"5843814","suffix":null,"lastName":"SMITH","firstName":"STEPHANIE","middleName":"LYNN"}],"total":17,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-05-27","regulatoryAum":252924877,"clients":588,"employees":5,"offices":1},{"filedOn":"2022-07-25","regulatoryAum":285761141,"clients":632,"employees":12,"offices":1},{"filedOn":"2023-07-14","regulatoryAum":279823056,"clients":872,"employees":13,"offices":1},{"filedOn":"2024-06-06","regulatoryAum":494777070,"clients":1118,"employees":15,"offices":1},{"filedOn":"2025-05-19","regulatoryAum":614378710,"clients":1187,"employees":15,"offices":1},{"filedOn":"2026-07-22","regulatoryAum":781324025,"clients":1378,"employees":23,"offices":1}],"secFileNumber":"801-120208","legalName":"Tamarisk 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They include 1,218 individual clients and 160 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 22 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Tamarisk Financial offer?","answer":"Tamarisk Financial provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, and publishing newsletters.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Tamarisk Financial charge?","answer":"Tamarisk Financial charges 0.25%–2.50% for its Investment Management Services. The brochure does not state whether the rate is annual. The fee is billed in advance and is negotiable.","source":"TAMARISK FINANCIAL 2A, filed 23 April 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Tamarisk Financial use?","answer":"Tamarisk Financial’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $2.21B and Raymond James & Associates, Inc. (Stamford, CT), with $556M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Tamarisk Financial have?","answer":"Tamarisk Financial has 16 investment adviser representatives registered with state securities authorities, out of 23 employees, and 16 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 12 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Tamarisk Financial invest in?","answer":"At the end of its last fiscal year, Tamarisk Financial’s separately managed accounts held 60% exchange-traded equities, 23% registered funds (mutual funds, ETFs, BDCs), 10% cash and equivalents, 4% U.S. government and agency bonds, 1% state and local bonds, 1% investment grade corporate bonds and 1% other. The 1% other category is described as: Fixed Annuities.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Tamarisk Financial?","answer":"Tamarisk Financial’s direct owners are Kevin Clark, Aaron Clark, Thomas Bosch and Symphony Grove LLC., each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 22 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Tamarisk Financial get paid?","answer":"Tamarisk Financial is paid through a percentage of assets under management, hourly charges, subscription fees and fixed fees. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}