T&T Capital Management logo

T&T Capital Management

Updated today

Client AUM

$112,202,315

Clients

296

Advisors

5

across 4 offices

About

T&T Capital Management provides discretionary portfolio management to individual and high‑net‑worth clients and to corporate accounts, and also accepts delegated sub‑advisory mandates from other registered investment advisers. The firm’s client work centers on portfolio construction, implementation and ongoing supervision rather than comprehensive financial planning.

The firm describes a primarily long‑term, deep‑value and focused investment approach but also takes tactical actions when appropriate, including shorter holding periods, concentrated positions and active rebalancing. T&T routinely uses margin, option strategies and may take short positions as part of portfolio management, and it monitors accounts continuously to align holdings with each client’s stated objectives and risk tolerance.

Notable distinctions include a subscription research publication and periodic articles produced by the firm, multiple outside business activities among associated persons (including mortgage and commodities industry roles and licensed insurance activities), and operations across several offices. The firm also discloses a regulatory consent order from 2023 related to unregistered advisory activity in a state, and its use of derivatives and borrowing in separately managed accounts is less common among similar team firms.

Client services

Portfolio management Newsletters or periodicals Sub-advisory services

Expertise

Concentrated stock management Options & derivatives strategies Active portfolio management Retirement withdrawal strategies

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

$10,000 - $500,000: 2.00% annually $500,001 - $1,000,000: 1.75% annually $1,000,001+: 1.50% annually

Commissions

Commission-based compensation for independent insurance agents selling insurance products, separate and in addition to advisory fees.

Subscriptions

Separate subscription-based investment research publication (Values Options Letter) charging monthly fees.

Other

Account minimum: $10,000

Main office

See office

Gilbert AZ

Advisors at this office

1

Most active in

Arizona · California · Florida · Georgia · Illinois · Louisiana · Missouri · New York · Oregon · Pennsylvania · South Carolina · Tennessee · Texas · Virginia · Washington

Also doing business as

Optimitrading.Com · Opvest Wealth Management · T&T Capital Management · T&T Investment Management, LLC · Tim Travis Capital Management, LLC · Travis, Timothy Philip · Tt Capital Management LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Timothy T

Series 63, Series 65

Gilbert, AZ

T&T Capital Management

Timothy Travis is a financial advisor with T&T Capital Management in Gilbert, AZ, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with T&T Capital Management since 2011. Outside of his advisory role, Mr. Travis contributes investment research articles to SeekingAlpha.com on a periodic basis. T&T Capital Management provides discretionary portfolio management mainly to individual and high-net-worth clients as well as corporate accounts, focusing on portfolio construction and ongoing supervision rather than comprehensive financial planning. The firm employs a long-term, deep-value investment approach supplemented by tactical actions, including the use of margin, options, and short positions, with continuous account monitoring to align with client objectives and risk tolerance.

Concentrated stock management Options & derivatives strategies Active portfolio management Retirement withdrawal strategies
user avatar

Scott A

Series 65

Coto De Caza, CA

T&T Capital Management

Scott Altenburg is a financial advisor at T&T Capital Management with 11 years of industry experience. He holds a Series 65 designation and has worked at firms including Kingsview Asset Management and Rick Nelson Insurance Solutions LLC. Altenburg is involved with Three Lakes Trading Company, where he offers managed futures services, and he also works as a resident insurance producer. T&T Capital Management provides discretionary portfolio management to individual, high-net-worth, and corporate clients, focusing on portfolio construction and supervision with a primarily long-term, deep-value investment approach combined with tactical strategies when appropriate.

Concentrated stock management Options & derivatives strategies Active portfolio management Retirement withdrawal strategies
user avatar

Peter T

Series 65

Laguna Hills, CA

T&T Capital Management

Peter Travis is a Series 65-licensed financial advisor with 15 years of industry experience, currently serving at T&T Capital Management since 2011. He is based in Laguna Hills, CA. T&T Capital Management provides discretionary portfolio management services to individual, high-net-worth, and corporate clients, focusing primarily on portfolio construction and ongoing supervision rather than comprehensive financial planning. The firm employs a long-term, deep-value investment approach while incorporating tactical strategies such as the use of margin, options, and short positions.

Concentrated stock management Options & derivatives strategies Active portfolio management Retirement withdrawal strategies
user avatar

Joel K

Series 65

Coto De Caza, CA

T&T Capital Management

Joel Kelner is a financial advisor with T&T Capital Management, holding a Series 65 designation and 12 years of industry experience. He has been with T&T Capital Management since 2013 and also operates Vatreni Inc, where he works as a loan officer and realtor. T&T Capital Management provides discretionary portfolio management primarily for individual and high-net-worth clients, as well as corporate accounts, focusing on portfolio construction, implementation, and ongoing supervision with a long-term, deep-value, and focused investment approach.

Concentrated stock management Options & derivatives strategies Active portfolio management Retirement withdrawal strategies
user avatar

Mitchell F

Series 65

Ladera Ranch, CA

T&T Capital Management

Mitchell Fee is a financial advisor at T&T Capital Management with 11 years of industry experience. He holds a Series 65 credential and has worked at multiple firms including American Hartford Gold, Vault Metal, and Kingsview Asset Management. In addition to his advisory role, Fee is an independent insurance agent providing access to insurance planning strategies. T&T Capital Management offers discretionary portfolio management to individual, high-net-worth, and corporate clients, focusing on portfolio construction and ongoing supervision rather than comprehensive financial planning. The firm employs a predominantly long-term, deep-value investment approach with tactical flexibility, utilizing strategies such as margin, options, and short positions to align with client objectives and risk tolerance.

Concentrated stock management Options & derivatives strategies Active portfolio management Retirement withdrawal strategies
View complete list of advisors at this firm
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)