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Chief Executive Officer/chief Investment Officer · Saratoga Research & Investment Management

Kevin P. Tanner

CRD 1397749 · Named on Form ADV at one SEC-registered adviser

At a glance

Saratoga Research & Investment Management, an SEC-registered wealth manager based in Saratoga, CA with $2.5 billion in regulatory assets, lists Kevin P. Tanner on its Form ADV as Chief Executive Officer/chief Investment Officer, a control person.

Firms and roles

AtlasMembers

Kevin’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kevin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.