T
CRD: 335750
TMB Capital Partners, LLC
$867.8M Total AUM
$867.8M Disc. AUM
-- 3Y CAGR
6 Employees
449 ADV. Clients
1 yrs Firm Age
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- Custodian
- Fidelity/NFS ยท Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-30-2025
- Office Locations
- 1
Office Locations
2226 Cottondale LN STE 110 Little Rock AR
About TMB Capital Partners, LLC
TMB Capital Partners, LLC is a Little Rock-based RIA. The firm has been operating for 1 years. Managing $867.8M in total assets under management, with 4 advisory representatives. They custody assets with Fidelity/NFS and Raymond James.
Team overview
46 AVG AGE
$217.0M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
1.1 yrs AVG TENURE
6 Employees
4 Advisory Reps
4 RIA Reps
1yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
BENJAMIN ANDREW BAILEY
PRINCIPAL
- CRD
- #5171116
- Ownership
- Less than 5%
Available
Available
Available
WILLIAM MADISON MCMILLAN
PRINCIPAL
- CRD
- #4268503
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 3 owners & executives
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ZACHARY SOKORA
Partner
- CRD
- #7162495
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $867,846,603 | $1,903,172 |
| Non-Discretionary | $0 | -- |
| Total | $867,846,603 | $1,903,172 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Private Funds:
Available Equity - OTC:
Available Municipal Bonds:
Available Other:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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