Bespoke TFC Capital, LLC
RIASEC Registered
Total AUM
$12.1M
Discretionary
$410K
3% of AUM
Avg account
$2M
Accounts
6
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 322754
- Website
- bespoketfc.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI94.63%
- Individuals5.37%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Bespoke TFC Capital, LLC is a small, individually owned advisory firm that provides portfolio management for both individuals/small businesses and for business or institutional clients. The firm charges fees as a percentage of assets under management and does not position itself as an ESG-focused manager. Its regulatory footprint appears limited (not a multi-state adviser) and it is not structured as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Investment Grade Corp Bonds34%
- Exchange Traded Equities31%
- Other29%
- Derivatives5%
- Cash & Cash Equivalents2%
Contacts
1 of 1
Ronald Dedesko
Managing PartnerCRD 7214541
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations