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 corporation operating as a non-independent retail registered investment adviser and registered representative of a broker-dealer. The firm registered with the SEC in 2022 and is owner-operated. Its client focus is individual and family relationships, with advisory work centered on portfolio management for individuals and small businesses. Fee arrangements include percentage-of-AUM billing as well as hourly charges. The firm is not positioned as a capital allocator to third-party alternative managers and does not identify as an active ESG investor.
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 4Janis Hamman
SecretaryCRD 1837290
Robert Hamman
PresidentCRD 827526
Thomas Cosgrove
Investment Advisor RepresentativeCRD 1047934
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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