Overview
Assets Under Management: $1.1 billion
Headquarters: MEMPHIS, TN
High-Net-Worth Clients: 228
Average Client Assets: $4 million
Frequently Asked Questions
TD CAPITAL MANAGEMENT LLC 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 #106125), TD CAPITAL MANAGEMENT LLC is subject to fiduciary duty under federal law.
TD CAPITAL MANAGEMENT LLC is headquartered in MEMPHIS, TN.
TD CAPITAL MANAGEMENT LLC serves 228 high-net-worth clients according to their SEC filing dated February 05, 2025. View client details ↓
According to their SEC Form ADV, TD CAPITAL MANAGEMENT LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
TD CAPITAL MANAGEMENT LLC manages $1.1 billion in client assets according to their SEC filing dated February 05, 2025.
According to their SEC Form ADV, TD CAPITAL MANAGEMENT LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 228
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.65
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 429
Discretionary Accounts: 429
Regulatory Filings
CRD Number: 106125
Last Filing Date: 2025-02-05 00:00:00
Website: https://tdcmllc.com