TMB CAPITAL PARTNERS, LLC

RIASEC RegisteredEst. 2025
Total AUM
$868M
Discretionary
$868M
100% of AUM
Avg account
$1.9M
Accounts
456
Employees
6
Advisory reps
4

Firm details

Headquarters
LITTLE ROCK, Arkansas
CRD number
335750
Registered since
April 30, 2025
Website
www.tmbcapitalpartners.com
Custodians
RAYMOND JAMES & ASSOCIATES, INC.
Fee structure
Percentage of AUM
Client types
  • HNWI43.26%
  • Corporations / Businesses24.91%
  • Individuals21.37%
  • Charitable Organizations10.09%
  • Pension & Profit Sharing Plans0.21%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

TMB Capital Partners, LLC is an independent registered investment adviser operating under a percentage-of-AUM fee model. The firm serves both individual and family clients as well as institutional investors, and its advisory scope includes financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm is not an active ESG investor and is structured as a domestic limited liability company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 27%, Public Funds/Mutual Funds 18%, Cash & Cash Equivalents 15%, Private Funds 13%, Non-Exchange Traded Equities 7%, State & Local Bonds 7%, Other 6%, US Government Bonds 3%, Non-Investment Grade Corp Bonds 3%, Investment Grade Corp Bonds 1%27%
  • Exchange Traded Equities27%
  • Public Funds/Mutual Funds18%
  • Cash & Cash Equivalents15%
  • Private Funds13%
  • Non-Exchange Traded Equities7%

Owners & executives

1 of 1

  • SCOTT TABOR

    Principal And Chief Compliance OfficerCRD 2233071

Contacts

3 of 3

  • BENJAMIN BAILEY

    Co-Founder and PrincipalCRD 5171116

  • ZACHARY SOKORA

    Vice PresidentCRD 7162495

  • WILLIAM MCMILLAN

    Co-Founder & PrincipalCRD 4268503

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

LITTLE ROCK, AR

PULASKI

Location

LITTLE ROCK, AR

Headquartered in LITTLE ROCK, AR, anchoring the Little Rock-North Little Rock, AR metro in the South.

Metro area
Little Rock-North Little Rock, AR
Region
South
County
PULASKI
Address
2226 Cottondale Ln
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth