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TDC CAPITAL ADVISORS, INC.
1598 Copperfield Parkway
College Station, Texas 77845
Tel: 979-260-9696
About TDC CAPITAL ADVISORS, INC.
TDC CAPITAL ADVISORS, INC, formally registered with the SEC as TDC CAPITAL ADVISORS, INC. The firm was established in 05/21/2021. They have over 1 offices throughout the country.
TDC CAPITAL ADVISORS, INC. is a College Station, Texas based Financial Planning firm with nearly $171,934,687 assets under management, offering retirement planning & investment advisory services to 240 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 117769 |
| SEC# | 801-121287 |
| Assets Managed by Firm | $171,934,687 |
| No. of Clients | 240 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 240 | $171,934,687 |
| Individuals (other than high net worth individuals) | 66 | $29,932,994 |
| High net worth individuals | 46 | $123,134,761 |
| Charitable organizations | 2 | $1,187,135 |
| Corporations or other businesses | 11 | $16,624,279 |
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