TDC Capital Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$156,640,135
Clients
99
Advisors
5
of 5 employees
About
TDC Capital Advisors provides investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and other business entities, and reports managing approximately $177.6 million in client assets. The firm offers both discretionary and non-discretionary portfolio management and primarily advises on mutual funds while also investing in equities, corporate and municipal debt, certificates of deposit, and U.S. government securities.
The firm gathers suitability information to tailor portfolios, monitors accounts and rebalances as needed, and may engage sub-advisers and model portfolios to manage portions of client accounts. Although it offers discretionary authority, the brochure states that the firm’s reported assets are managed on a non-discretionary basis and client approval is required before executing transactions for non-discretionary accounts.
Notable operational and conflict-related details disclosed in the brochure include an ownership affiliation with a public accounting firm (which the firm may recommend for accounting services) and a practice of not aggregating client orders into block trades and not voting client proxies. The brochure also does not describe a standalone financial planning offering, and the predominance of non-discretionary AUM is atypical for a team-sized firm.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.60% Above $10,000,000+: 0.50%
Main office
1598 Copperfield Parkway
College Station TX 77845
Advisors at this office
5
Most active in
Texas
Also doing business as
Tdc Capital Advisors, Inc. · Thompson, Derrig & Craig, P.C.
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.
Advisors at this firm
Ronnie C
Series 65
College Station, TX
TDC Capital Advisors, Inc.
Ronnie Craig is a financial advisor at Tdc Capital Advisors, Inc. in College Station, TX, holding a Series 65 designation with 22 years of industry experience. He has been with Tdc Capital Advisors since 2003 and has worked at Thompson, Derrig & Craig since 1994. Tdc Capital Advisors provides investment advisory and portfolio management services to individual and institutional clients, including high-net-worth individuals, trusts, estates, charitable organizations, corporations, and government entities. The firm employs fundamental and cyclical analysis with a mix of long- and short-term strategies, managing portfolios on a non-discretionary basis with client approval required before transactions.
Isaac A
Series 65
College Station, TX
TDC Capital Advisors, Inc.
Isaac Auvermann is a financial advisor at TDC Capital Advisors, Inc. in College Station, TX, holding a Series 65 license with one year of industry experience. Prior to joining TDC Capital Advisors, he worked at Thompson, Derrig, & Craig PC and Evidence Wealth, LLC. TDC Capital Advisors manages approximately $177.6 million in client assets and provides investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm primarily advises on mutual funds and also invests in equities, corporate and municipal debt, certificates of deposit, and U.S. government securities, offering both discretionary and non-discretionary portfolio management.
Kyle C
Series 65
College Station, TX
TDC Capital Advisors, Inc.
Kyle Cox is a financial advisor at Tdc Capital Advisors, Inc. with two years of industry experience. He holds a Series 65 designation and has previously worked at Thompson, Derrig & Craig, P.C. and K2Share, LLC. Tdc Capital Advisors provides investment advisory and portfolio management services to individual and institutional clients, including high-net-worth individuals, trusts, estates, and municipal entities. The firm manages portfolios on a non-discretionary basis, using fundamental and cyclical analysis combined with long- and short-term purchase strategies tailored to client objectives.
James L
Series 65
College Station, TX
TDC Capital Advisors, Inc.
James Larkin is a financial advisor at TDC Capital Advisors, Inc. with 18 years of industry experience. He holds a Series 65 designation and has been with TDC Capital Advisors since 2008. He also has a concurrent role at Thompson, Derrig & Craig, P.C. TDC Capital Advisors provides investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and other business entities, managing approximately $177.6 million in client assets. The firm offers both discretionary and non-discretionary portfolio management with a focus on mutual funds, equities, corporate and municipal debt, certificates of deposit, and U.S. government securities.
Aubry T
Series 65
College Station, TX
TDC Capital Advisors, Inc.
Aubry Taylor is a financial advisor at Tdc Capital Advisors, Inc. in College Station, TX, with 11 years of industry experience. He holds the Series 65 designation and has worked at Thompson Derrig & Craig PC and Tdc Capital Advisors since 2013. Tdc Capital Advisors provides investment advisory and portfolio management services to individual and institutional clients, including high-net-worth individuals, trusts, estates, charitable organizations, corporations, and government entities. The firm employs fundamental and cyclical analysis with a mix of long- and short-term strategies, managing portfolios on a non-discretionary basis with client approval required for transactions.
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