Tatro Capital is an investment advisor in Lexington with $276.82 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
201967578
SEC advisor number
801-112854
FINRA CRD number
133783
AUM ?
$276.82 mm
(as of 18 Mar 22)
Accounts
1,519
(as of 18 Mar 22)
Employees
6
(4 investment advisory or research)
Address
Tatro Capital
1216 S. BROADWAY
LEXINGTON
KY 40504
1216 S. BROADWAY
LEXINGTON
KY 40504
Office hours
Monday - Friday, 9:00AM - 5:00 PM
Phone
8598810777
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Tatro, William, Lewis | Managing Director, Chief Investment Officer, Owner | 04/2007 | > 75% |
Czulno, Daniel, Joseph | Managing Director, Chief Operations Officer | 12/2010 | 10-25% |
Descoteaux, Dianne, Marie | Chief Compliance Officer | 10/2021 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
24 Jan 22
13F-HR
Quarterly holdings report by institutional manager
22 Oct 21
13F-HR
Quarterly holdings report by institutional manager
11 Aug 21
13F-HR
Quarterly holdings report by institutional manager
21 Apr 21
13F-HR
Quarterly holdings report by institutional manager
13 Jan 21
13F-HR
Quarterly holdings report by institutional manager
14 Oct 20
13F-HR
Quarterly holdings report by institutional manager
9 Jul 20
13F-HR
Quarterly holdings report by institutional manager
24 Apr 20
13F-HR
Quarterly holdings report by institutional manager
7 Feb 20