Tyme Advisors

RIASEC RegisteredEst. 2024
Total AUM
$678M
Discretionary
$25.5M
4% of AUM
Avg account
$566K
Accounts
1,199
Employees
1
Advisory reps
1

Firm details

Headquarters
Plano, Texas
CRD number
285212
Registered since
March 13, 2024
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Other Investment Advisers96.22%
  • HNWI3.06%
  • Individuals0.72%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Tyme Advisors is an independent, SEC-registered RIA organized as an LLC that serves individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses and charges clients through a mix of percentage-of-AUM, hourly, and fixed fees. The adviser was registered with the SEC in 2024, is individually owned, and does not identify as a capital allocator or an active ESG investor. Tyme Advisors operates as a single-state, independent advisory practice rather than a multi-state or related-adviser platform. Its advisory footprint emphasizes managed portfolios and planning work for private clients rather than institutional pension consulting or in-house fund management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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 99%, Cash & Cash Equivalents 1%99%
  • Exchange Traded Equities99%
  • Cash & Cash Equivalents1%

Contacts

1 of 1
  • Taylor Herzog

    Taylor Herzog

    Founder, ShareholderCRD 5214086

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Plano, TX

Collin

Location

Plano, TX

Headquartered in Plano, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Collin
Address
5851 Legacy Cir
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth