TD Capital Management LLC
Firm details
- Headquarters
- Memphis, Tennessee
- CRD number
- 106125
- Registered since
- September 16, 1996
- Website
- www.tdcapitalmanagement.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI91.49%
- Individuals7.26%
- Charitable Organizations1.23%
- Pension & Profit Sharing Plans0.01%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
TD Capital Management LLC is an independent, SEC-registered registered investment adviser organized as an LLC and operating since the mid-1990s. The firm serves both individual and family clients as well as institutional clients, offering financial planning and portfolio management for individuals, small businesses, and businesses or institutions. Its fee model includes percentage-of-AUM billing alongside hourly and fixed-fee engagements. The adviser does not report being an active ESG investor, is not positioned as a multi-state or pension consultant adviser, and does not function as a capital allocator.
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 Equities91%
- Public Funds/Mutual Funds5%
- Cash & Cash Equivalents4%
Contacts
3 of 11
Nimrod Thompson
Wealth AdvisorCRD 5801517
Colin Prince
Wealth AdvisorCRD 5232395
Nimrod Thompson
Senior Wealth AdvisorCRD 4361188
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 604Active vs passive
$2.5B in ETFs
71%
$1.7B
23%
$715M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) | BlackRock | Passive | Large Blend | $209M | 1,275,016 | 8.53% |
Location
Memphis, TN
Shelby
Location
Memphis, TN
Headquartered in Memphis, TN, anchoring the Memphis-Forrest City, TN-MS-AR metro in the South.
- Metro area
- Memphis-Forrest City, TN-MS-AR
- Region
- South
- County
- Shelby
- Address
- 5100 Poplar Ave
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Summit Asset Management LLC
RIAMemphis, TN
Reliant Investment Management, LLC
RIAMemphis, TN
Delta Asset Management, LLC
RIAMemphis, TN
Invictus Fiduciary Services, LLC
RIAMemphis, TN
Steel Grove Capital Advisors, LLC
RIAMemphis, TN
Kelman Lazarov Inc
RIAMemphis, TN