TMB Capital Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$560,946,350
Clients
409
Advisors
4
of 6 employees
About
TMB Capital Partners is a fee-based advisory firm that provides discretionary investment management, comprehensive wealth management, financial planning, donor-advised fund services and retirement-plan consulting to individuals, high net worth clients, trusts, estates, businesses, charities and banks. The firm also offers 3(21) and 3(38) retirement plan advisory services and manages client accounts using model portfolios built from ETFs, mutual funds, individual equities and, when appropriate, individual bonds, options and alternative investments.
The firm describes a fundamentally driven, primarily long-term investment approach with ongoing monitoring and opportunities for rebalancing or tactical adjustments; it constructs asset allocations and implements portfolios to match clients’ goals, time horizons and risk tolerances. TMB Capital acts as a fiduciary, provides continuous client contact, and offers a wrap-fee program that bundles transaction costs for client accounts held at Fidelity while retaining institutional relationships with both Fidelity and Raymond James.
What distinguishes TMB Capital from many peers is its scale relative to team size: as of December 31, 2025 it reports approximately $867.8 million in discretionary assets managed across four advisors, resulting in unusually high AUM per advisor for a team firm. The brochure also discloses service to banking clients (listed among its client types), the use of instruments and structures that can involve leverage (e.g., options and certain alternative investments), and the firm’s affiliation as a licensed insurance agency in Arkansas.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $3,500,000: 0.75% $3,500,001 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.40% $10,000,001+: Negotiable
Fee-only: Annual asset-based fees as described; no commissions on securities transactions; insurance commissions separate from advisory fees
Main office
2226 Cottondale Ln, Ste 110
Little Rock AR 72202
Advisors at this office
4
Most active in
Arkansas · Florida · Louisiana · Mississippi · New York · Tennessee · Texas · Virginia
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Quick links
Advisors at this firm
William M
Series 66
Little Rock, AR
TMB Capital Partners, LLC
William Mcmillan is a financial advisor at TMB Capital Partners, LLC with 26 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates for 12 years. In addition to his advisory role, he is a licensed insurance agent in Little Rock, Arkansas. TMB Capital Partners is a fee-based advisory firm serving individuals, high net worth clients, trusts, estates, businesses, charities, and banks. The firm uses a fundamentally driven, primarily long-term investment approach, managing discretionary assets through model portfolios composed of ETFs, mutual funds, equities, bonds, options, and alternative investments.
Benjamin B
Series 63, Series 66
Little Rock, AR
TMB Capital Partners, LLC
Benjamin Bailey is a financial advisor at TMB Capital Partners, LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Raymond James & Associates for 12 years. Bailey is also a licensed insurance agent. TMB Capital Partners is a fee-based advisory firm serving individuals, high net worth clients, trusts, estates, businesses, charities, and banks. The firm employs a fundamentally driven, primarily long-term investment approach using model portfolios composed of ETFs, mutual funds, equities, bonds, options, and alternative investments.
Zachary S
Series 63, Series 65
Little Rock, AR
TMB Capital Partners, LLC
Zachary Sokora is a financial advisor at TMB Capital Partners, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James & Associates, Stephens Inc., and BOK Financial Securities, Inc. Zachary is also a licensed insurance agent in addition to his advisory role. TMB Capital Partners provides discretionary investment management and comprehensive wealth management services to individuals, high net worth clients, trusts, estates, businesses, charities, and banks. The firm follows a fundamentally driven, long-term investment approach and manages approximately $868 million in assets across four advisors.
Scott T
Series 63, Series 65
Little Rock, AR
TMB Capital Partners, LLC
Scott Tabor is a financial advisor with TMB Capital Partners, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at Raymond James & Associates for 12 years before joining TMB Capital Partners in 2025. Outside of his advisory work, Tabor is involved in several business ventures including co-ownership of a termite and pest control company, participation in a natural resource recycling firm, and serves as a board member of the Arkansas Game and Fish Foundation. TMB Capital Partners is a fee-based advisory firm managing approximately $868 million in discretionary assets across a four-advisor team. The firm provides comprehensive wealth management and retirement-plan consulting to individuals, high net worth clients, trusts, estates, businesses, charities, and banks, employing a fundamentally driven, primarily long-term investment approach with model portfolios featuring a wide range of asset classes.
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