TYNER CAPITAL MANAGEMENT INVESTMENT COUNSEL, INC.

RIASEC RegisteredEst. 2002
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 a boutique SEC‑registered advisory firm that manages concentrated equity portfolios for high‑net‑worth individuals, families and institutional clients. The firm operates on a percentage‑of‑AUM fee model and provides discretionary portfolio management alongside pension consulting services. Tyner favors equity‑centric strategies delivered primarily through separately managed accounts (SMAs) and appears to pair active equity selection with third‑party fund exposure where appropriate. The firm is not positioned as an ESG specialist and is structured as an individually owned corporation that began SEC registration in 2002.

Assets & Accounts

Public Holdings

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

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Recent M&A activity

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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