A complete list of active advisors currently associated with Tdc Capital Advisors, Inc.

Warmer can help you find a great advisor at Tdc Capital Advisors, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Tdc Capital Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.