TFR CAPITAL

Overview

TFR Capital is organized as an LLC and operates as an independent registered investment adviser. The firm provides traditional wealth management and advisory services across individual, family and institutional clients, emphasizing portfolio management and comprehensive financial planning. Its service menu includes management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, and the selection of outside advisers. TFR Capital uses a mix of fee structures — percentage of assets under management, hourly billing and fixed fees — and identifies itself as a capital allocator that places client assets with external managers when appropriate. The firm does not describe itself as an active ESG investor and is not presented as a multi-state adviser. Although SEC registration is listed as 2024, the firm is not classified as newly formed in its regulatory snapshot.

Assets & Accounts

Public Holdings

Investments & Alternatives