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John H

CFP®

Memphis, TN

TD Capital Management LLC

John Harrell is a CFP® professional with 14 years of industry experience, currently serving at TD Capital Management LLC in Memphis, TN. He has been with TD Capital Management since 2005. TD Capital Management provides discretionary investment management, financial planning, and consulting services to individuals, families, businesses, trusts, estates, charitable institutions, and retirement plans. The firm manages approximately $1.24 billion for around 445 clients, typically working with those who have investable portfolios above $250,000, and employs a team approach with monthly portfolio reviews and tailored fixed-income solutions.

Tax-loss harvesting
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James D

Series 63, Series 66

Memphis, TN

TD Capital Management LLC

James Dehority is a financial advisor at TD Capital Management LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at TD Capital Management since 2018. Prior to that, he was with Dearborn Capital Markets and has over 40 years as a CPA through his sole proprietorship, J. Michael DeHority, CPA. Outside of his advisory work, he serves as Secretary, Treasurer, and Board Chairman of Emars, Inc., a web-based service company that conducts business with the U.S. government. TD Capital Management provides discretionary investment management, financial planning, and consulting services to individuals, families, businesses, trusts, estates, charitable institutions, and retirement plans. The firm manages approximately $1.24 billion as of year-end 2025 and works primarily with clients who have investable assets above $250,000, implementing tailored investment plans and fixed-income solutions reviewed monthly by an advisory team.

Tax-loss harvesting
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Colin P

Series 66

Memphis, TN

TD Capital Management LLC

Colin Prince is a financial advisor at TD Capital Management LLC with 19 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill Lynch. Outside of his advisory role, he is a member of RidgeFork LLC, a hunting camp property group in Bells, Tennessee. TD Capital Management provides discretionary investment management, financial planning, and consulting services to individuals, families, businesses, trusts, estates, charitable institutions, and retirement plans. The firm manages approximately $1.24 billion for around 445 clients, focusing on portfolios with investable assets above $250,000 and employing a team-based approach with monthly portfolio reviews.

Tax-loss harvesting
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Jay M

Series 65

Memphis, TN

TD Capital Management LLC

Jay Mcdonald is a financial advisor with TD Capital Management LLC in Memphis, TN, holding a Series 65 credential and 14 years of industry experience. He has been with TD Capital Management since 2007. TD Capital Management provides discretionary investment management, financial planning, and consulting services to individuals, families, businesses, trusts, estates, charitable institutions, and retirement plans. The firm manages approximately $1.24 billion for about 445 clients, focusing on clients with investable portfolios above $250,000 and employs a team-based approach that includes monthly portfolio reviews and tailored fixed-income solutions.

Tax-loss harvesting
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Christopher L

CFP®, Series 63

Memphis, TN

TD Capital Management LLC

Christopher Lacy is a CFP® with 14 years of industry experience and has been with TD Capital Management LLC since 2008. He is based in Memphis, TN, and holds the Series 63 designation. TD Capital Management provides discretionary investment management, financial planning, and consulting services to individuals, families, businesses, trusts, estates, charitable institutions, and retirement plans. The firm manages about $1.24 billion for roughly 445 clients, typically serving those with investable portfolios above $250,000.

Tax-loss harvesting
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Nimrod T

CFP®, Series 63, Series 65

Memphis, TN

TD Capital Management LLC

Nimrod Thompson Jr. is a CFP® professional with 13 years of experience at TD Capital Management LLC in Memphis, TN, where he has worked since 2013. He holds Series 63 and Series 65 licenses and is part of an eight-advisor team. TD Capital Management provides discretionary investment management, financial planning, and consulting services to individuals, families, businesses, trusts, estates, charitable institutions, and retirement plans. The firm manages approximately $1.24 billion for about 445 clients, focusing on portfolios with investable assets above $250,000 and employing a disciplined approach that includes monthly portfolio reviews and tailored fixed-income solutions.

Tax-loss harvesting
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Jere S

Series 65

Memphis, TN

TD Capital Management LLC

Jere Sights III is a financial advisor at TD Capital Management LLC in Memphis, TN, holding a Series 65 designation with 10 years of industry experience. He has been with TD Capital Management since 2016. TD Capital Management provides discretionary investment management, financial planning, and consulting services to individuals, families, businesses, trusts, estates, charitable institutions, and retirement plans. The firm manages approximately $1.24 billion for about 445 clients, focusing on portfolios generally above $250,000 and employing a team-based approach to portfolio review and tailored fixed-income strategies.

Tax-loss harvesting
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Nimrod T

PFS™

Memphis, TN

TD Capital Management LLC

Nimrod Thompson is a financial advisor at TD Capital Management LLC with 22 years of industry experience. He holds the PFS™ designation and has been with TD Capital since 1996, following a prior role at Cbiz. Thompson serves on the Board of Directors of Evolve Bancorp, Inc., a bank holding company in Memphis, TN, and acts as a trustee or co-trustee for several family trusts. TD Capital Management provides discretionary investment management, financial planning, and consulting services to individuals, families, businesses, trusts, estates, charitable institutions, and retirement plans. The firm manages approximately $1.24 billion for around 445 clients, focusing on portfolios generally above $250,000 and employing a team-based approach with monthly portfolio reviews and tailored fixed-income solutions.

Tax-loss harvesting
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