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 registered investment adviser organized as an LLC and owned by an individual. The firm focuses on fee-based portfolio management for families, individuals, small businesses and institutional/business clients, and it also produces periodic publications or newsletters. Its stated fee structure combines a percentage of assets under management with other fee arrangements. The adviser does not identify as an active ESG investor and is not positioned as a capital allocator or pension consultant. An industry affiliation as a real estate broker appears on its records.
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 3
Timothy Travis
Chief Executive Officer and FounderCRD 4698981
Peter Travis
Chief Operating OfficerCRD 5830345
Joel Kelner
CFOCRD 5865866
Contacts
2 of 2
Scott Altenburg
Managing DirectorCRD 2357667
Mitchell Fee
Senior Investment AdvisorCRD 5950554
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 11Active vs passive
$55.9M in ETFs
33%
$18.2M
67%
$37.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JANUS HENDERSON AAA CLO ETF (JAAA) | Janus Henderson | Active | Ultrashort Bond | $22.2M | 439,807 | 39.73% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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