Overview
Assets Under Management: $145 million
Headquarters: GERMANTOWN, TN
High-Net-Worth Clients: 86
Average Client Assets: $1.3 million
Frequently Asked Questions
TCM is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #289583), TCM is subject to fiduciary duty under federal law.
TCM is headquartered in GERMANTOWN, TN.
TCM serves 86 high-net-worth clients according to their SEC filing dated March 28, 2025. View client details ↓
According to their SEC Form ADV, TCM offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
TCM manages $145 million in client assets according to their SEC filing dated March 28, 2025.
According to their SEC Form ADV, TCM serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 86
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.25%
Average Client Assets: $1.3 million
Total Client Accounts: 791
Discretionary Accounts: 783
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 289583
Filing ID: 1949623
Last Filing Date: 2025-03-28 11:44:00