CRD: 117769
TDC Capital Advisors, Inc.
$177.6M Total AUM
$0 Disc. AUM
6.2% 3Y CAGR
4 Employees
113 ADV. Clients
22 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-01-2004
- Office Locations
- 1
Office Locations
1598 Copperfield Parkway College Station TX
About TDC Capital Advisors, Inc.
TDC Capital Advisors is a fee-only RIA providing one-on-one financial planning and customized portfolio design for individuals and families, including education, retirement, gift and estate planning. Portfolios emphasize diversification, long-term strategy, and cost control, with implementation that includes ETFs and mutual funds and custody through Fidelity/NFS.
Team overview
59 AVG AGE
$177.6M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
11 yrs AVG TENURE
4 Employees
1 Advisory Reps
3 RIA Reps
22yrs Firm Age
Insights
Available
Available
Available
Available
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Available
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Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
J
JAMES MATTHEW LARKIN
Advisor, Chief Compliance Officer, President
- CRD
- #5586034
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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I
Isaac Scott Auvermann
--
- CRD
- #8142527
Available
Available
Available
K
Kyle Andrew Cox
--
- CRD
- #7832426
Available
Available
Available
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $177,592,784 | $818,400 |
| Total | $177,592,784 | $818,400 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available U.S. Government/Agency:
Available Cash:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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