Memphis, TN 5100 Poplar Avenue Suite 2904 Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
TD Capital Management LLC
Team
Firm-wide stats for TD Capital Management LLC
Clients per advisor
56 TypicalAvg AUM per client
$2,761,707 Very HighHNW client ratio
56% Very HighAbout
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.
Based on TD Capital Management LLC
Location
5100 Poplar Avenue, Suite 2904
Memphis TN 38137
Advisors at this office
7
Advisors at this office
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.
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.
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.
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.
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.
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.
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.
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