This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Ameritas · Assetmark · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-21-2022
- Office Locations
- 4
Office Locations
About TFB Advisors, LLC
TFB Advisors is an independently owned, fiduciary RIA headquartered in the Kansas City area, led by six entrepreneur principals. The firm delivers wealth enhancement, investment management, financial advisory and retirement planning for business owners, families and individuals nationwide. Portfolios span mutual funds and ETFs with fixed income and other diversifiers, and the firm supports custody through providers such as Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DAVID BUTLER WENTZ
Managing Member
- CRD
- #2165965
- Ownership
- 50% but less than 75%
WILLIAM GRANT STAPP
Principal
- CRD
- #2792338
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
Unlock allContacts
Samuel Boers
Financial Advisor
- CRD
- #7920844
CRAIG M HALLIER
Manager
- CRD
- #2224166
Showing 2 of 18 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $840,165,115 | $296,668 |
| Non-Discretionary | $0 | -- |
| Total | $840,165,115 | $296,668 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Sovereign Bonds | Available | Available |
| U.S. Government/Agency | 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 |
Continue browsing