The Tavenner Company
Firm details
- Headquarters
- Springfield, Ohio
- CRD number
- 18004
- Registered since
- July 28, 1989
- Website
- www.tavennerco.com
Firm profile
FINTRXOverview
The Tavenner Company is a privately owned corporate advisory firm that has been registered with the SEC since 1989. The firm's ownership is listed as individual ownership rather than institutional ownership, and its classification in the provided data is unclassified. The snapshot indicates the firm does not operate as a capital allocator and is not identified as an active ESG investor. Public disclosures supplied for this profile are limited. The Tavenner Company did not provide detail on its advisory services, client segments, fee schedules, or specific investment strategies in the material reviewed. Additional flags in the snapshot show the firm is not designated as a multi-state adviser, not newly formed, and not a pension consultant or related adviser.
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
William Tavenner
Chief Compliance OfficerCRD 1508490
Contacts
3 of 13Pete Rock
Registered RepresentativeCRD 1194207
Martin Jaras
PresidentCRD 1480411

Daniel Heini
Registered RepresentativeCRD 1666511
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Springfield, OH
Clark
Location
Springfield, OH
Headquartered in Springfield, OH, anchoring the Dayton-Springfield-Kettering, OH metro in the Midwest.
- Metro area
- Dayton-Springfield-Kettering, OH
- Region
- Midwest
- County
- Clark
- Address
- 4910 Old Mechanicsburg Rd
- Time zone
- ET (UTC-5)
- Office locations
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