Tyner Capital Management Investment Counsel, Inc.

RIASEC Registered
Total AUM
$277M
Discretionary
$277M
100% of AUM
Avg account
$912K
Accounts
304
Employees
2
Advisory reps
1

Firm details

Headquarters
Signal Mountain, Tennessee
CRD number
113586
Registered since
May 10, 2002
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI84.79%
  • Pension & Profit Sharing Plans8.74%
  • Individuals6.48%
Services
Portfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Tyner Capital Management Investment Counsel, Inc. is an independent, privately owned registered investment adviser that has been SEC registered since 2002. The firm operates as a corporation under individual ownership and manages portfolios for both individual and family clients as well as institutional clients. Its advisory model is fee-based, charging a percentage of assets under management, and its stated advisory services include portfolio management for individuals and small businesses along with pension consulting services.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 63%, Public Funds/Mutual Funds 27%, State & Local Bonds 8%, Cash & Cash Equivalents 2%63%
  • Exchange Traded Equities63%
  • Public Funds/Mutual Funds27%
  • State & Local Bonds8%
  • Cash & Cash Equivalents2%

Owners & executives

1 of 1
  • Paul Tyner

    President, Chief Compliance OfficerCRD 4533502

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

Signal Mountain, TN

Hamilton

Location

Signal Mountain, TN

Headquartered in Signal Mountain, TN, anchoring the Chattanooga-Cleveland-Dalton, TN-GA metro in the South.

Metro area
Chattanooga-Cleveland-Dalton, TN-GA
Region
South
County
Hamilton
Address
318 James Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth