TC Advisors Ltd.

RIAState Registered
Total AUM
$85.9M
Discretionary
$85.9M
100% of AUM
Avg account
$390K
Accounts
220
Employees
4
Advisory reps
4

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 78%, Cash & Cash Equivalents 18%, Public Funds/Mutual Funds 5%78%
  • Exchange Traded Equities78%
  • Cash & Cash Equivalents18%
  • Public Funds/Mutual Funds5%

Contacts

3 of 4
  • Robert Hamman

    Robert Hamman

    PresidentCRD 827526

  • Thomas Cosgrove

    Investment Advisor RepresentativeCRD 1047934

  • Janis Hamman

    SecretaryCRD 1837290

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth