# Tavel Insurance & Financial Services

Tavel Insurance & Financial Services is a RIA based in St. Louis, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** St. Louis, United States
- **Region:** North America
- **Address:** St. Louis, MO, United States
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 301989
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/301989

## About

TAVEL INSURANCE & FINANCIAL SERVICES, LLC is a state-registered investment adviser. The firm manages approximately $5 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Sectors

- Insurance
- Financial Services
- Real Estate
- Private Credit
- Equities

## People

- Mark Tavel Jr. — President
- Mark Tavel Sr. — Founder (deceased)

## Questions

### Does Tavel Insurance & Financial Services invest in direct deals or through funds?

The office allocates capital across both direct investments and fund commitments, with known activity in private credit funds and syndicated real estate deals, though deal-level transparency is very low (public record).

## Related profiles

- [Amplio Private Equity](https://altss.com/profile/amplio-private-equity-ab)
- [MAKE WAY WEALTH MANAGEMENT](https://altss.com/profile/make-way-wealth-management)

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Last updated: 2026-07-06T01:24:26.591Z

Canonical page: https://altss.com/profile/tavel-insurance-and-financial-services-llc

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