Tbcpa, Inc.

Overview

Tbcpa, Inc. is a small advisory practice that combines accounting services with discretionary portfolio management for individuals, small businesses and institutional clients. The firm charges fees based on a percentage of assets under management and shows a clear tilt toward equities as the primary allocation vehicle. Its advisory scope includes managing portfolios for both household clients and business entities, and the firm appears to rely on third-party managers when accessing less liquid strategies. Investment activity centers on publicly traded equities and ETFs for core exposure, while the firm also maintains allocations to a range of alternative strategies (private equity, venture capital, hedge funds, real estate, commodities and oil & gas) and uses traditional vehicles such as mutual funds, annuities and corporate debt to fill out portfolios. Given the modest scale of assets, the firm typically implements strategies that balance liquid exchange‑traded positions with selective external fund commitments for alternatives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices