TBCPA, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$17,724,197
Clients
30
Advisors
1
of 1 employees
About
TBCPA, Inc. provides fee-based portfolio management and related financial services to a mix of individual clients (including high-net-worth individuals) and institutional-type accounts such as pension/profit-sharing plans, trusts, estates, business entities, and charitable organizations. In addition to investment management, the firm offers income tax planning, tax return preparation, and option/restricted-stock planning as part of its service set.
The firm tailors portfolios to clients’ objectives and constraints and can manage accounts on either a discretionary or non-discretionary basis, using a range of methods including fundamental, technical, and cyclical analysis and both long- and short-term trading approaches. Reviews of accounts are performed on an ongoing basis with at least quarterly sampling reviews, and the firm documents client circumstances (tax status, risk tolerance, time horizon) to customize recommendations.
Notable differences from many peers include the firm’s accounting affiliation: the principal is a certified public accountant who provides accounting and tax services to clients under separate fee arrangements, and the firm discloses how those dual roles are handled. The firm also reports managing assets for corporate/business and charitable clients and providing portfolio management for pension or institutional clients, while operating with approximately $21.0 million in assets under management as of 12/31/2022.
Client services
Expertise
Fee options
$0 - $200,000: 1.75% $200,001 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001+: Variable, never in excess of 1.00%
Fee-only: Asset-based fees only; no commissions or other compensation from sales of securities.
Main office
Fernandina Beach FL
Advisors at this office
1
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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