T&T Capital Management
Firm details
- Headquarters
- ,
- CRD number
- 158407
- Registered since
- April 18, 2024
- Website
- ttvalueinvesting.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Other
- Client types
- Other Investment Advisers40.72%
- HNWI30.13%
- Individuals28.98%
- Corporations / Businesses0.17%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of Periodicals
Firm profile
FINTRXOverview
T&T Capital Management is an independent LLC operating as a registered investment adviser; it became SEC-registered in 2024. The firm is owner-operated and focuses on portfolio management for individuals, small businesses and other business or institutional clients. Its fee model is primarily a percentage of assets under management, with some additional fee lines listed as “other.” T&T also produces periodicals or newsletters as part of its client communications and maintains an industry affiliation as a real estate broker. The firm does not position itself as a capital allocator to third-party managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities42%
- Public Funds/Mutual Funds36%
- Cash & Cash Equivalents16%
- Investment Grade Corp Bonds3%
- Derivatives2%
Owners & executives
3 of 3Peter Travis
Chief Operating OfficerCRD 5830345
Joel Kelner
CEOCRD 5865866
Timothy Travis
Chief Executive Officer and FounderCRD 4698981
Contacts
2 of 2
Mitchell Fee
Senior Investment AdvisorCRD 5950554
Scott Altenburg
Managing DirectorCRD 2357667
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 11Active vs passive
$51.6M in ETFs
32%
$16.4M
68%
$35.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JANUS HENDERSON AAA CLO ETF (JAAA) | Janus Henderson | Active | Ultrashort Bond | $16.8M | 333,376 | 32.62% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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