Overview

Total Firm Assets
$190 million
Average High-Net-Worth Client Portfolio Size
$1.9 million
Stated Minimum Account Size
$10,000

Fee Disclosure

Source: T&T CAPITAL MANAGEMENT- DISCLOSURE BROCHURE (2026-08-03) · View brochure text

MinMaxDisclosed Annual Rate
$0 $500,000 2.00%
$500,001 $1,000,000 1.75%
$1,000,001 and above 1.50%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $18,750 1.88%
$5 million $78,750 1.58%
$10 million $153,750 1.54%
$50 million $753,750 1.51%
$100 million $1,503,750 1.50%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
30.13%
Number of High-Net-Worth Clients
30
Total Client Accounts
939
Discretionary Accounts
939

Services Offered

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

Regulatory Filings

SEC CRD Number
158407
  • T&T CAPITAL MANAGEMENT- DISCLOSURE BROCHURE (2026-08-03) (fee schedule source) · View brochure text

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

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