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 and portfolio management services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers both discretionary and non-discretionary arrangements and tailors advice through suitability assessments and periodic account reviews. The firm primarily recommends mutual funds and uses fundamental and cyclical analysis, deploying both long‑term and shorter‑term purchase strategies as appropriate while monitoring and rebalancing portfolios. Unusually for peers, the firm reports that its managed assets are handled on a non‑discretionary basis, meaning client approval is obtained before transactions are executed. The firm has an affiliation with a public accounting firm—several shareholders of that accounting firm are stakeholders in the adviser—and the brochure discloses that the adviser may recommend that accounting firm for clients’ accounting needs, a referral arrangement the firm identifies as a conflict of interest. The adviser also advises on a range of securities, including municipal securities, and reports approximately $177.6 million in client assets, features that distinguish its business mix from many similarly sized team advisers.

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.