TD CAPITAL MANAGEMENT LLC
Firm details
- Headquarters
- MEMPHIS, Tennessee
- CRD number
- 106125
- Registered since
- September 16, 1996
- Website
- www.tdcapitalmanagement.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI91.49%
- Individuals7.26%
- Charitable Organizations1.23%
- Pension & Profit Sharing Plans0.01%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
TD Capital Management LLC is an independent registered investment adviser organized as an LLC and operating since 1996. The firm serves both individuals and families as well as institutional clients, offering financial planning and discretionary portfolio management for individuals, small businesses, and other institutions. Its fee arrangements include asset-based fees, hourly charges, and fixed-fee engagements. The firm is not positioned as an ESG-focused manager and is not characterized as a multi-state adviser in the source data.
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 Equities91%
- Public Funds/Mutual Funds5%
- Cash & Cash Equivalents4%
Contacts
3 of 12JERE SIGHTS
DirectorCRD 6859158
JAY MCDONALD
Senior Portfolio AnalystCRD 6085994
Bryan Koch
DirectorCRD 7872552
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 328Active vs passive
$1.1B in ETFs
72%
$802M
23%
$306M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) | BlackRock | Passive | Large Blend | $191M | 1,339,942 | 17.22% |
Location
MEMPHIS, TN
SHELBY
Location
MEMPHIS, TN
Headquartered in MEMPHIS, TN, anchoring the Memphis-Forrest City, TN-MS-AR metro in the South.
- Metro area
- Memphis-Forrest City, TN-MS-AR
- Region
- South
- County
- SHELBY
- Address
- 5100 Poplar Ave
- Time zone
- CT (UTC-6)
- Office locations
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