TDC CAPITAL ADVISORS, INC.
Firm details
- Headquarters
- COLLEGE STATION, Texas
- CRD number
- 117769
- Registered since
- May 21, 2021
- Website
- www.tdcadvisors.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI72.57%
- Individuals15.63%
- Corporations / Businesses9.73%
- State / Municipal Government1.39%
- Charitable Organizations0.68%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
TDC Capital Advisors, Inc. is a small, independent advisory corporation that focuses on portfolio management for individuals, families and small businesses. The firm operates under a percentage-of-AUM fee model and is structured as an owner-operated business (individual owner). It is SEC-registered (since 2021) and manages client relationships primarily on a non-discretionary basis, which means clients retain final trading authority while the firm provides model recommendations and ongoing portfolio guidance. The firm’s asset allocation emphasis is on publicly traded, exchange-traded equities as its single largest asset bucket, supplemented by fixed-income securities and allocations arranged through third‑party alternative managers. TDC Capital does not market itself as an active ESG investor and is not registered as a multi-state adviser.
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 Equities33%
- Public Funds/Mutual Funds25%
- US Government Bonds16%
- Cash & Cash Equivalents14%
- State & Local Bonds7%
Contacts
3 of 5JAMES LARKIN
ShareholderCRD 5586034
Kyle Cox
Tax AccountantCRD 7832426
AUBRY TAYLOR
ShareholderCRD 6440763
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
COLLEGE STATION, TX
BRAZOS
Location
COLLEGE STATION, TX
Headquartered in COLLEGE STATION, TX, in the South of the United States.
- Region
- South
- County
- BRAZOS
- Address
- 1598 Copperfield Pkwy
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
SMITH & WYATT
RIACOLLEGE STATION, TX
TRADITIONS WEALTH ADVISORS, LLC.
RIACOLLEGE STATION, TX
BRIAUD FINANCIAL ADVISORS
RIACOLLEGE STATION, TX
PARAGON FINANCIAL ADVISORS
RIACOLLEGE STATION, TX
FARRIS CAPITAL MANAGEMENT INC.
RIACARROLLTON, TX
MAROON PASS ADVISORS LP
RIAAUSTIN, TX