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$403.1M Total AUM
$403.1M Disc. AUM
-- 3Y CAGR
9 Employees
267 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-30-2024
- Office Locations
- 2
Office Locations
5550 Granite Parkway #170 Plano TX
5830 Granite Pkwy Suite 200 Plano TX
About TFR Capital
TFR Capital is a Plano-based RIA with 2 offices. The firm has been operating for 1 years. Managing $403.1M in total assets under management, with 5 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
58 AVG AGE
$80.6M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
1.7 yrs AVG TENURE
9 Employees
5 Advisory Reps
5 RIA Reps
1yrs Firm Age
Insights
Available
Available
Available
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Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
JOSHUA RYAN DUNHAM
Chief Investment Officer, Managing Partner, President
- CRD
- #4701064
- Ownership
- 75% or more
Available
Available
Available
Sonia Ann Goforth
Chief Compliance Officer
- CRD
- #2544170
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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Michael David Crawford
Advisor
- CRD
- #6697760
Available
Available
Available
BOBBY GLENN JAMES
Founder and Managing Director
- CRD
- #1311728
Available
Available
Available
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $403,142,852 | $480,504 |
| Non-Discretionary | $0 | -- |
| Total | $403,142,852 | $480,504 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Other:
Available Cash:
Available U.S. Government/Agency:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - OTC | 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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