TC Advisors Ltd.
Firm details
- Headquarters
- Salina, Kansas
- CRD number
- 290891
- Registered since
- March 4, 2022
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals82.33%
- HNWI17.67%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
TC Advisors Ltd. is a small, non-independent retail advisory corporation that focuses on serving individual and family clients, along with small-business portfolio mandates. The firm operates as a registered representative of a broker-dealer while providing discretionary portfolio management alongside hourly and percentage-of-AUM fee arrangements. Ownership is held by an individual principal and the adviser does not present itself as a capital allocator or pension consultant. The firm does not emphasize ESG investing.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities78%
- Cash & Cash Equivalents18%
- Public Funds/Mutual Funds5%
Contacts
3 of 4
Robert Hamman
PresidentCRD 827526
Thomas Cosgrove
Investment Advisor RepresentativeCRD 1047934
Janis Hamman
SecretaryCRD 1837290
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Salina, KS
Saline
Location
Salina, KS
Headquartered in Salina, KS, in the Midwest of the United States.
- Region
- Midwest
- County
- Saline
- Address
- 110 E Iron Ave
- Time zone
- CT (UTC-6)
- Office locations
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