A complete list of active advisors currently associated with TMB Capital Partners, LLC

Warmer can help you find a great advisor at TMB Capital Partners, LLC or one who fits your needs even better.

TMB Capital Partners advises a mix of individual and high-net-worth clients as well as trusts, estates, businesses, banks, corporations, charities and retirement plans. The firm provides discretionary investment management and broader wealth management services, including financial planning, retirement-plan advisory (3(21) and 3(38) services) and donor‑advised fund management through third‑party charitable platforms. The firm’s investment process is based on fundamental analysis and a primarily long‑term orientation, implementing model portfolios composed mainly of ETFs, mutual funds and individual securities while also using bonds, options and alternative investments where appropriate. TMB Capital manages client accounts on a percentage‑of‑AUM basis, performs continuous monitoring and reports operating a wrap‑fee program that bundles “Covered Costs” for accounts held at Fidelity. The ADV highlights a few features that distinguish the firm from many peers: it expressly lists banks and thrift institutions among its client types, reports $867,846,603 in discretionary assets under management overseen by a four‑advisor team (a level of AUM per advisor materially above typical team‑firm averages), and documents institutional relationships with Raymond James and Fidelity and participation in a wrap program. The brochure also discloses the firm’s use of derivatives and alternative investments and describes active management of donor‑advised fund assets and the possibility of borrowing in managed accounts, practices that are less common among similar team firms.

To learn more about the advisors currently working at TMB Capital Partners, LLC, 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.