Plano, TX 5550 Granite Parkway Office
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TFR Capital
Team
Firm-wide stats for TFR Capital
About
TFR Capital, LLC provides personalized financial planning and discretionary investment management to individuals — including high‑net‑worth clients — and to entities such as family offices, trusts, estates, private foundations and qualified retirement plans. The firm offers portfolio management, comprehensive financial planning and consulting, and non‑discretionary advisory services for retirement plans.
The firm’s investment process begins with an in‑depth assessment of liquidity needs and a base reserve framework that informs portfolio allocations, combining fundamental, quantitative and technical analysis overseen by an Investment Committee and implemented by a Chief Investment Officer. TFR generally pursues long‑term strategies while permitting shorter‑term trades as conditions warrant, and individual investment adviser representatives may run separate portfolio processes that are subject to firm oversight.
TFR recently amended its Form ADV to provide expanded disclosure about its investment process, portfolio management supervision, aggregated trading and account‑review practices, updates that are less common among peers. Certain advisory personnel are also licensed insurance agents who receive commission‑based compensation for insurance sales, a practice the brochure discloses as a potential conflict of interest.
Based on TFR Capital
Location
5550 Granite Parkway #170
Plano TX 75024
Advisors at this office
1
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