Tyndall Stroud Wealth Management, LLC

RIAState Registered

Total AUM

$67.1M

Discretionary

$67.1M

100% of AUM

Avg account

$205K

Accounts

328

Employees

Advisory reps

Firm details

Headquarters: Winterville, North Carolina
CRD number: 134102
Website: www.tyndallstroudwealth.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Other
Client types: Individuals53.6%
HNWI41.88%
Pension & Profit Sharing Plans4.37%
Pooled Investment Vehicles0.15%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Tyndall Stroud Wealth Management, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional relationships. Its advisory capabilities emphasize financial planning, portfolio management for individuals and small businesses, selection of other advisers and pension-related consulting, plus educational seminars and workshops. The firm charges fees on an asset-under-management basis and also uses hourly and other fee arrangements. It describes itself as a capital allocator that partners with third‑party managers to implement portions of client portfolios. Tyndall Stroud does not identify as an active ESG investor and operates from a single-state footprint.