TD Capital Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,228,959,631
Clients
445
Advisors
8
across 2 offices
About
TD Capital Management provides discretionary investment management, financial planning, and consulting to individuals, families, businesses, trusts, estates, charitable institutions and retirement plans. As of December 31, 2025 the firm managed about $1.24 billion for roughly 445 clients and generally works with clients who have investable portfolios above $250,000.
The firm builds a Financial Profile and an Investment Plan with each client and implements those plans on a discretionary basis, typically investing in exchange‑traded funds, mutual funds, individual stocks and bonds. Portfolios are reviewed monthly by a team of advisors, and the firm offers tailored fixed‑income solutions that can include managed accounts of individual bonds and the use of independent third‑party fixed‑income managers.
TD Capital is a long‑standing firm (founded in 1996) with an advisory team that includes multiple CFP and CPA credentials and principals who serve in trustee and other fiduciary roles, which can be relevant for clients with estate or trustee needs. The firm relies largely on Fidelity’s institutional platform for custody and operational support — providing access to institutional share classes and back‑office services — does not permit directed brokerage or principal/cross trades, and is subject to an annual surprise custody examination when applicable.
Client services
Expertise
Fee options
Typically $1,000 to $3,000 depending on engagement complexity
Less than $1 million - $1 million: 1.00% $1 million - $2 million: 0.90% $2 million - $3 million: 0.80% $3 million - $5 million: 0.65% $5 million - $10 million: 0.50% $10 million+: 0.40%
$300 to $375 per hour
Account minimum: $250,000 Minimum fee: $3,000 annually (minimum annual fee), $750 quarterly (minimum quarterly fee)
Main office
See office5100 Poplar Avenue, Suite 2904
Memphis TN 38137
Advisors at this office
7
Offices (2)
Most active in
Alabama · Arkansas · California · Florida · Georgia · Louisiana · Maryland · Mississippi · Nebraska · New York · South Carolina · Tennessee · Texas · Virginia
Also doing business as
Td Capital · Td Capital Management LLC · Ttg Financial Advisors LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
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Advisors at this firm
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