Overview
Assets Under Management: $190 million
High-Net-Worth Clients: 30
Average Client Assets: $1.9 million
Frequently Asked Questions
T&T CAPITAL MANAGEMENT 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 #158407), T&T CAPITAL MANAGEMENT is subject to fiduciary duty under federal law.
T&T CAPITAL MANAGEMENT serves 30 high-net-worth clients according to their SEC filing dated April 23, 2026. View client details ↓
According to their SEC Form ADV, T&T CAPITAL MANAGEMENT offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
T&T CAPITAL MANAGEMENT manages $190 million in client assets according to their SEC filing dated April 23, 2026.
According to their SEC Form ADV, T&T CAPITAL MANAGEMENT serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 30
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 30.13%
Average Client Assets: $1.9 million
Total Client Accounts: 939
Discretionary Accounts: 939
Regulatory Filings
CRD Number: 158407
Filing ID: 2097878
Last Filing Date: 2026-04-23 09:46:17