TCM WEALTH ADVISORS

Overview

TCM Wealth Advisors is an independent RIA focused on serving individual and family clients with fee-based financial planning and portfolio management. The firm functions as a capital allocator, selecting third-party managers and constructing portfolios that rely heavily on pooled public funds and mutual funds. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, institutional portfolio work, and manager selection. Fee arrangements include a percentage of AUM, hourly fees and fixed-fee engagements. Investment activity is centered on conventional long-only allocations through mutual funds and other public fund vehicles, with supplemental access to alternative fund managers. The firm does not present itself as an ESG-focused investor and does not operate across multiple states as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices