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- Custodian
- Hilltop Securities
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-01-2017
- Office Locations
- 2
Office Locations
About TC Advisors Ltd.
TC Advisors Ltd. pairs outsourced CFO-style accounting—integrated business metrics, payroll, and tax prep/coaching—with advisory services for retail clients. The firm focuses on service-based businesses (including pharmacies and optometry practices) and, per public profile data, runs ETF-heavy portfolios and provides financial planning/asset management, including retirement and tax planning. Offices in KS and MI.
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JANIS M HAMMAN
DIRECTOR, Member Of Board Of Managers, President, Secretary, TREASURER
- CRD
- --
- Ownership
- 50% but less than 75%
ROBERT LEE HAMMAN
Chief Compliance Officer, President
- CRD
- #827526
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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THOMAS ALLAN COSGROVE
Business Development Manager
- CRD
- #1047934
TREVOR LYNN FETTERS
Owner, President
- CRD
- #4656274
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $85,891,787 | $301,625 |
| Non-Discretionary | $0 | -- |
| Total | $85,891,787 | $301,625 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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