Investment adviser · CRD 305581
TENON FINANCIAL
Investment adviser filing (IA)
TENON FINANCIAL LLC
METUCHEN, NJ, United States · Form ADV filed Jan 7, 2026
- Regulatory AUM
- $316M Form ADV · Item 5.F
- Client accounts
- 460 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 95 | $312,791,742 | 99.0% |
| Individuals | 4 | $3,143,016 | 1.0% |
| Charities | Fewer than 5 | $98,791 | 0.0% |
Filing source
Form ADV 2037660 · Jan 7, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 7, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Fixed
Principal office
10 STATION PLACE, SUITE 9METUCHEN, NJ, 08840, United States
CRD 305581
Filing source
Form ADV 2037660 · Jan 7, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.