TCI Wealth Advisors, Inc.
Firm details
- Headquarters
- Tucson, Arizona
- CRD number
- 107373
- Registered since
- August 30, 1990
- Website
- tciwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI81.03%
- Individuals15.21%
- Pension & Profit Sharing Plans2.29%
- Charitable Organizations0.84%
- Corporations / Businesses0.63%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
TCI Wealth Advisors, Inc. is an independent, SEC-registered advisory firm formed in 1990 and organized as a corporation. The firm serves both individual and family clients as well as institutional investors and acts as a capital allocator, meaning it directs client capital across internal and external managers. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee engagements. TCI identifies as an active ESG investor. The firm was named among Top RIA Firms by FA Magazine in 2020.
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
- Public Funds/Mutual Funds91%
- Exchange Traded Equities4%
- Cash & Cash Equivalents3%
- State & Local Bonds1%
Owners & executives
3 of 4
John Stephens
CEO & Senior Wealth AdvisorCRD 4535774
Arturo Tellez
Chief Practice OfficerCRD 2105805
Simone Gehner
Chief Compliance OfficerCRD 7329218
Contacts
3 of 45
Scott Styrmoe
Advisor, ShareholderCRD 5232900
Justin Thomas
Advisor, ShareholderCRD 5259220
Cody Cassidy
AdvisorCRD 7013483
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 120Active vs passive
$2.1B in ETFs
8%
$159M
91%
$1.9B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US EQUITY MARKET ETF (DFUS) | Dimensional | Active | Large Blend | $314M | 3,829,125 | 15.19% |
Location
Tucson, AZ
Pima
Location
Tucson, AZ
Headquartered in Tucson, AZ, anchoring the Tucson-Nogales, AZ metro in the West.
- Metro area
- Tucson-Nogales, AZ
- Region
- West
- County
- Pima
- Address
- 4011 E Sunrise Dr
- Time zone
- MT (UTC-7)
- Office locations
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