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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-14-2011
- Office Locations
- 4
Office Locations
About T&t Capital Management
T&T Capital Management is an Arizona-based RIA serving retail and institutional investors with discretionary portfolio management and portfolio construction, including insurance-related planning support. Portfolios lean heavily on ETFs and mutual funds, with some use of cash, corporate bonds, derivatives and cryptocurrency exposure. The firm primarily custodies with Charles Schwab & Co.
Team overview
Insights
Client Personas
Investment Vehicles
Services
Owner & Executives
TIMOTHY P TRAVIS
Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer, Investment Advisor, Managing Member
- CRD
- #4698981
- Ownership
- 75% or more
PETER BRADLEY TRAVIS
CHIEF OPERATING OFFICER, Financial Advisor, General Partner
- CRD
- #5830345
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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SCOTT ALLEN ALTENBURG MR.
Managing Director
- CRD
- #2357667
MITCHELL FEE
Senior Investment Advisor
- CRD
- #5950554
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $189,834,639 | $202,167 |
| Non-Discretionary | $0 | -- |
| Total | $189,834,639 | $202,167 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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