TFB ADVISORS, LLC
Firm details
- Headquarters
- OVERLAND PARK, Kansas
- CRD number
- 321870
- Registered since
- July 21, 2022
- Website
- www.taxfavoredbenefits.com
- Custodians
- CHARLES SCHWAB & CO., INC., ASSETMARK, INC
- Fee structure
- Percentage of AUM, Subscription Fees, Fixed Fees
- Client types
- HNWI51.02%
- Individuals43.96%
- Corporations / Businesses3.89%
- Pension & Profit Sharing Plans0.98%
- Charitable Organizations0.17%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
TFB Advisors, LLC is an independent, SEC-registered registered investment adviser operating as a limited liability company and run by an individual owner. The firm positions itself as a fee-based advisor that serves both individual/family and institutional clients and acts as a capital allocator to outside managers. Its fee arrangements include percentage-of-AUM billing alongside subscription and fixed-fee engagements. Core advisory services listed by the firm include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting-related work, and selection of other advisers. TFB Advisors does not identify as an active ESG investor.
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 Funds63%
- Exchange Traded Equities15%
- Cash & Cash Equivalents10%
- Investment Grade Corp Bonds6%
- State & Local Bonds4%
Owners & executives
2 of 2MATTHEW SWENDIMAN
Chief Executive OfficerCRD 2849367
GORDON THORN
Chief Operating OfficerCRD 6476947
Contacts
3 of 17William Stapp
AdvisorCRD 8027152
Jaxson Wentworth
Financial AdvisorCRD 7766570
Samuel Boers
AssociateCRD 7920844
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 98Active vs passive
$138M in ETFs
80%
$110M
16%
$27.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $14.4M | 24,030 | 10.42% |
Location
OVERLAND PARK, KS
JOHNSON
Location
OVERLAND PARK, KS
Headquartered in OVERLAND PARK, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- JOHNSON
- Address
- 4801 W 110th St
- Time zone
- CT (UTC-6)
- Office locations
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