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 organized as an LLC and listed as SEC-registered in 2024. The firm serves both individual and family clients as well as institutional clients and operates as a capital allocator that uses third-party managers in its programs. Its fee arrangements include percentage-of-AUM, hourly, and fixed-fee engagements. Advisory services disclosed on filings include financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisers. The firm does not identify as an active ESG investor.
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 Equities56%
- Public Funds/Mutual Funds31%
- Other6%
- Cash & Cash Equivalents4%
- US Government Bonds2%
Owners & executives
1 of 1
Sonia Goforth
Chief Compliance OfficerCRD 2544170
Contacts
3 of 5
Joshua Dunham
Managing PartnerCRD 4701064
Bobby James
Managing PartnerCRD 1311728
Michael Crawford
Wealth Management AdvisorCRD 6697760
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 57Active vs passive
$129M in ETFs
89%
$115M
11%
$14.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 REVENUE ETF (RWL) | Invesco | Passive | Large Value | $11.6M | 90,925 | 9.01% |
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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