T
$18.0M Total AUM
$18.0M Disc. AUM
-- 3Y CAGR
1 Employees
32 ADV. Clients
15 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS · Pershing · SSG
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-01-2011
- Office Locations
- 1
Office Locations
-- Fernandina Beach FL
About Tbcpa, Inc.
Tbcpa, Inc. is a Fernandina Beach-based RIA. The firm has been operating for 15 years. Managing $18.0M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS and Pershing.
Team overview
-- AVG AGE
$18.0M AVG AUM / ADVISOR
$561.3K AVG AUM / CLIENT
13.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
K
Katharine Ann Burdg
Corporate Secretary
- CRD
- --
- Ownership
- 25% but less than 50%
Available
Available
Available
T
THOMAS ALLEN BURDG
Chief Compliance Officer, President
- CRD
- #1370635
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,961,408 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,961,408 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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