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CB

Collin G. Bill

TA CAPITAL MANAGEMENT
SEWELL, NJ 08080
Some features on this profile are disabled
CRD#: 7070654
CB

Professional summary

Collin George Bill is a registered financial advisor currently at TA CAPITAL MANAGEMENT, LLC located in Sewell, New Jersey and TOTAL ALIGNMENT WEALTH ADVISORS, LLC located in Turnersville, New Jersey.

Collin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Collin has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Collin George Bill's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

February 21, 2019 - Present

TA CAPITAL MANAGEMENT, LLC

Office #1: 123 Egg Harbor Rd Unit 506, Sewell, NJ 08080
RIA
CRD#: 169326
SEWELL, NJ
Current

February 21, 2019 - Present

TOTAL ALIGNMENT WEALTH ADVISORS, LLC

Office #1: 215 Fries Mill Road Suite B1, Turnersville, NJ 08012
RIA
CRD#: 166538
Turnersville, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TC
TA CAPITAL MANAGEMENT, LLC
TA CAPITAL MANAGEMENT, LLC

CRD#: 169326 / SEC#: 801-78797

RIA
Registered Investment Advisory firm - (11/8/2013 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
New Jersey
(2/21/2019)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/15/2019
Uniform Investment Adviser Law Examination

Current Firm

TC
TA CAPITAL MANAGEMENT, LLC
TA CAPITAL MANAGEMENT, LLC

CRD#: 169326 / SEC#: 801-78797

RIA
Registered Investment Advisory firm - (11/8/2013 Approved)
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Contact information

Main Address
123 Egg Harbor Rd Unit 506, Sewell, NJ 08080
Mailing Address
Phone number
(646) 290-5660
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (4 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV 2B BROCHURE AIMEE BAEHR (3/28/2025)
2B COLLIN BILL TAC (3/28/2025)
ADV 2A TA CAPITAL (3/28/2025)
WILLIAM LAFFERTY 2B TAC (3/28/2025)

Regulatory assets under management

Total Number of Accounts292
AUM (Assets Under Management)$ 343,859,144

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

TA CAPITAL MANAGEMENT, LLC

CRD#: 169326Sewell, NJ 08080

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