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CRD#: 339696
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Where the Statistical Data for TAHOE CAPITAL GROUP LLC Comes From

Understanding the Statistics for TAHOE CAPITAL GROUP LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
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HNWI
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MISC
No Information
Employees
Total
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Registered
No Information
Client Ratios
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Clients
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Individuals
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HNWI
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Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
2870 Trentwood Ct., Reno, NV 89509
Mailing Address
2870 Trentwood Ct., Reno, NV 89509
Firm Size
Small
Phone Number
(775) 230-5428
Established
Nevada since 11/03/2025
Firm Type
Limited Liability Company
Fiscal year end
June
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
BROOKS, DOUGLAS RICHARDCHIEF INVESTMENT OFFICER5955350
CURRAN, JAMES WAYNECHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER5632092
LECK, MATTHEW DANIELCHIEF OPERATING OFFICER5955358
DANIELS, RICHARD MATTHEWCFO, FINOP, PFO, POO5877964

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

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Advisor's working at TAHOE CAPITAL GROUP LLC

RD

Richard Matthew Daniels

Rick Daniels, Ricky Daniels
RR
CRD#: 5877964
Location:
Stamford, CT 06902

Registered Affiliation(s):VIRTUS CAPITAL MARKETS LLC

Disclosures:
Experience:
15 years
JC

James Wayne Curran

RR
CRD#: 5632092
Location:
Reno, NV 89511

Registered Affiliation(s):TAHOE CAPITAL GROUP LLC

Disclosures:
Experience:
17 years
DB

Douglas Richard Brooks

Douglas Brooks
RR
CRD#: 5955350
Location:
Reno, NV 89511

Registered Affiliation(s):TAHOE CAPITAL GROUP LLC

Disclosures:
Experience:
15 years
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