TDC CAPITAL ADVISORS, INC.

RIASEC RegisteredEst. 2021
Total AUM
$178M
Discretionary
$0
0% of AUM
Avg account
$818K
Accounts
217
Employees
4
Advisory reps
5

Firm details

Headquarters
COLLEGE STATION, Texas
CRD number
117769
Registered since
May 21, 2021
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 33%, Public Funds/Mutual Funds 25%, US Government Bonds 16%, Cash & Cash Equivalents 14%, State & Local Bonds 7%, Investment Grade Corp Bonds 5%33%
  • Exchange Traded Equities33%
  • Public Funds/Mutual Funds25%
  • US Government Bonds16%
  • Cash & Cash Equivalents14%
  • State & Local Bonds7%

Contacts

3 of 5
  • JAMES LARKIN

    ShareholderCRD 5586034

  • Kyle Cox

    Tax AccountantCRD 7832426

  • AUBRY TAYLOR

    ShareholderCRD 6440763

Unlock 2 more contacts

Wealth teams

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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

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth