Overview
Assets Under Management: $328 million
Headquarters: PLANO, TX
High-Net-Worth Clients: 71
Average Client Assets: $4 million
Frequently Asked Questions
TFR CAPITAL 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 #333108), TFR CAPITAL is subject to fiduciary duty under federal law.
TFR CAPITAL is headquartered in PLANO, TX.
TFR CAPITAL serves 71 high-net-worth clients according to their SEC filing dated January 05, 2026. View client details ↓
According to their SEC Form ADV, TFR CAPITAL offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
TFR CAPITAL manages $328 million in client assets according to their SEC filing dated January 05, 2026.
According to their SEC Form ADV, TFR CAPITAL serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 71
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.37
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 644
Discretionary Accounts: 644
Regulatory Filings
CRD Number: 333108
Filing ID: 2037277
Last Filing Date: 2026-01-05 13:52:51