TDC Capital Advisors, Inc.

RIASEC RegisteredEst. 2021

Total AUM

$178M

Discretionary

0% of AUM

Avg account

$818K

Accounts

217

Employees

Advisory reps

Firm details

Headquarters: College Station, Texas
CRD number: 117769
Registered since: May 21, 2021
Website: www.tdcadvisors.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM
Client types: HNWI72.57%
Individuals15.63%
Corporations / Businesses9.73%
State / Municipal Government1.39%
Charitable Organizations0.68%
Services: Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

TDC Capital Advisors, Inc. is an individually owned SEC-registered advisory corporation that began registration in 2021. The firm manages assets for both high-net-worth individuals and institutional clients on a percentage-of-AUM fee basis. Its advisory services emphasize portfolio management for individuals and small businesses and include selection of third-party advisers, positioning the firm as a capital allocator. The firm is not an active ESG investor and does not operate as a multi-state adviser; it lists an industry affiliation with accounting professionals.