TFR Capital
Firm details
- Headquarters
- Plano, Texas
- CRD number
- 333108
- Registered since
- September 30, 2024
- Website
- www.tfr-inc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI76.61%
- Individuals20.43%
- Charitable Organizations2.61%
- Pension & Profit Sharing Plans0.35%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
TFR Capital is an independent registered investment adviser that began SEC registration in 2024. Structured as an LLC with a mix of individual and domestic-entity ownership, the firm acts as a capital allocator and serves both individual/family clients and institutional accounts. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services, and the selection of other advisers. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed fees.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities56%
- Public Funds/Mutual Funds31%
- Other6%
- Cash & Cash Equivalents4%
- US Government Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 57Active vs passive
$128M in ETFs
90%
$115M
9%
$12.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 REVENUE ETF (RWL) | Invesco | Passive | Large Value | $11.9M | 92,160 | 9.30% |
Location
Plano, TX
Collin
Location
Plano, TX
Headquartered in Plano, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Collin
- Address
- 5830 Granite Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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