# Tucker Financial Group

Tucker Financial Group is a Bank / Wealth / Trust based in Montgomery, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Montgomery, United States
- **Region:** North America
- **Address:** Montgomery, AL, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** tuckerfinancial.net
- **LinkedIn:** https://www.linkedin.com/company/tucker-financial-group

## Regulatory record

- **CRD number:** 298292
- **SEC file number:** 801-118704
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-16T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/298292

## About

Tucker Financial Group launched in Montgomery, Alabama in 2018. The firm's client base comprises local individuals and small businesses, with a service model built around traditional wealth advisory: retirement planning, investment management, and financial planning. Unlike multi-family offices or institutional allocators, the firm operates as a retail-facing RIA embedded in a single metro area. The firm's investment approach focuses on portfolio construction for private clients rather than direct company stakes or fund commitments. Advisory services span asset allocation, risk assessment, and retirement-income strategies — the standard toolkit of a Main Street planning practice. Tucker Financial serves the Alabama market with a geographic footprint that appears limited to its Montgomery headquarters. No direct investments in operating companies or participation in venture, private equity, or credit funds are publicly documented. Scale and team details remain private. The firm has not disclosed assets under management, professional headcount, or growth metrics in public filings. No adjacent vehicles — such as philanthropic foundations, real estate arms, or operating businesses — are associated with the practice. Structurally, Tucker Financial represents the lean, local RIA: a small team serving a concentrated geography with planning-led advice rather than proprietary products or institutional deal flow. Its differentiation lies in accessibility and local presence — a firm built for Montgomery households and entrepreneurs rather than global capital deployment.

## Questions

### What advisory services does Tucker Financial Group provide?

The firm offers financial planning, retirement planning, and portfolio management services aimed at individuals and small businesses. This is a standard retail advisory suite common among Main Street RIAs — client-facing planning rather than institutional capital allocation.

### Does Tucker Financial Group make direct investments in private companies?

There is no public evidence that Tucker Financial Group participates in direct company investments, venture capital, private equity, or credit funds. The firm's documented activities are limited to portfolio management and financial planning for retail clients.

## Related profiles

- [Tucker Asset Management](https://altss.com/profile/tucker-asset-management)
- [Tucson Supplemental Retirement System](https://altss.com/profile/tucson-supplemental-retirement-system)

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Last updated: 2026-06-03T20:00:00.000Z

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