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Bespoke TFC Capital

Bespoke TFC Capital. CRD 322754

Bespoke TFC Capital logo

CRD: 322754

Bespoke TFC Capital

$12.1M Total AUM
$410.0K Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
4 yrs Firm Age

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Firm Details

Custodian
Interactive Brokers
Clients
Retail
Platforms
--
Established Date
07-29-2022
Office Locations
1

Office Locations

-- Orlando FL

About Bespoke TFC Capital

Bespoke TFC Capital is an Orlando-based fiduciary RIA serving clients nationwide, specializing in customized, tax-efficient hedged portfolios designed for income generation, return potential, and principal protection. Built on a hedge fund background, the firm primarily implements portfolios using ETFs and U.S. government/agency bonds and charges a transparent flat 1.0% advisory fee with no commissions or performance fees.

Team overview

-- AVG AGE
$12.1M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age

Insights

Available
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Asset Classes

Available

Client Personas

Available

Custodian

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Owner & Executives

Ronald Alexander Dedesko

Ronald Alexander Dedesko

Analyst, Chief Compliance Officer

CRD
#7214541
Ownership
75% or more
Available
Available
Available

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $410,000 --
Non-Discretionary $11,690,000 --
Total $12,100,000 --

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Corporate - Investment Grade:
Available
Equity - Exchange:
Available
Other:
Available
Derivatives:
Available
Cash:
Available
Asset class Assets Assets %
Corporate - Investment Grade Available Available
Equity - Exchange Available Available
Other Available Available
Derivatives Available Available
Cash Available Available
Total Available Available

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