# TAO FINANCIAL

TAO FINANCIAL is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** taofinancialusa.com

## Regulatory record

- **CRD number:** 310134
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/310134

## About

TAO FINANCIAL is a state-registered investment adviser with $16 million in regulatory assets under management. The firm manages $12 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## Questions

### Who runs investment decisions at TAO FINANCIAL?

No named principals or investment decision-makers for TAO FINANCIAL have been identified in public records. The firm does not appear to disclose its leadership team or investment committee composition.

### What investment strategy does TAO FINANCIAL follow?

The firm's investment strategy is not publicly documented. No asset-class preferences, sector focuses, or stage targets have been confirmed through available sources.

### What is the wealth origin behind TAO FINANCIAL?

The source of wealth for the associated family or individuals is not disclosed in public records. No connections to specific industries, family names, or fortunes have been verified.

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Last updated: 2026-07-11T13:23:03.000Z

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