Overview

Headquarters
Memphis, TN
Total Firm Assets
$1.2 billion
Average High-Net-Worth Client Portfolio Size
$4.6 million
Stated Minimum Account Size
$250,000

Fee Disclosure

Source: TD CAPITAL MANAGEMENT LLC FORM ADV PART 2A (2026-08-26) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 1.00%
$1,000,001 $2,000,000 0.90%
$2,000,001 $3,000,000 0.80%
$3,000,001 $5,000,000 0.65%
$5,000,001 $10,000,000 0.50%
$10,000,001 and above 0.40%

Stated Minimum Annual Fee: $3,000

Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $10,000 1.00%
$5 million $40,000 0.80%
$10 million $65,000 0.65%
$50 million $225,000 0.45%
$100 million $425,000 0.42%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
91.49%
Number of High-Net-Worth Clients
250
Total Client Accounts
251
Discretionary Accounts
251

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number
106125
  • TD CAPITAL MANAGEMENT LLC FORM ADV PART 2A (2026-08-26) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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