Overview
Assets Under Management: $328 million
Headquarters: PLANO, TX
High-Net-Worth Clients: 71
Average Client Assets: $4 million
Frequently Asked Questions
TFR CAPITAL, 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 #333108), TFR CAPITAL, LLC is subject to fiduciary duty under federal law.
TFR CAPITAL, LLC is headquartered in PLANO, TX.
TFR CAPITAL, LLC serves 71 high-net-worth clients according to their SEC filing dated January 30, 2025. View client details ↓
According to their SEC Form ADV, TFR CAPITAL, LLC 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, LLC manages $328 million in client assets according to their SEC filing dated January 30, 2025.
According to their SEC Form ADV, TFR CAPITAL, LLC 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
Last Filing Date: 2025-01-30 00:00:00
Website: https://dinsmorecomplianceservices.com