Tenzing Financial LLC
Firm details
- Headquarters
- Williamsburg, Virginia
- CRD number
- 335259
- Registered since
- April 25, 2025
- Custodians
- LPL FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI78.58%
- Individuals15.19%
- Pension & Profit Sharing Plans6.23%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Tenzing Financial LLC is an independent registered investment adviser organized as an LLC. The firm registered with the SEC in 2025 and is owned by an individual. It positions itself as a capital allocator serving individual and family clients, offering both percentage-of-AUM and fixed-fee billing. Core advisory services center on financial planning, portfolio management for individuals and small businesses, and selection of outside advisers. Tenzing does not identify as an active ESG investor and is not described as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds64%
- Exchange Traded Equities23%
- Cash & Cash Equivalents7%
- US Government Bonds4%
- State & Local Bonds1%
Contacts
3 of 3
Robert Kohn
ParaplannerCRD 6316830
Harold Philipsen
Co-Founder and Wealth Management AdvisorCRD 5123941
Tracy Shackelford
Co-FounderCRD 5561043
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 59Active vs passive
$143M in ETFs
73%
$104M
27%
$38.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN EQUITY PREMIUM INCOME ETF (JEPI) | JP Morgan | Active | Derivative Income | $17.8M | 313,229 | 12.40% |
Location
Williamsburg, VA
James City
Location
Williamsburg, VA
Headquartered in Williamsburg, VA, anchoring the Virginia Beach-Norfolk, VA-NC metro in the South.
- Metro area
- Virginia Beach-Norfolk, VA-NC
- Region
- South
- County
- James City
- Address
- 1215 S Mount Vernon Ave
- Time zone
- ET (UTC-5)
- Office locations
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