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TD Capital Management LLC

● SEC registered since 1996CRD 106125SEC# 801-52893Memphis, TN
Export (members)
Reg. AUM
$1.09B
Employees
14
Accounts
429
Location
Memphis, TN

TD Capital Management LLC assets under management

TD Capital Management LLC is an investment advisory firm registered with the SEC based in Memphis, TN. The firm has been registered since 1996. It reports $1.1 billion in regulatory assets under management and employs 14 people.

TD Capital Management LLC owners & executives

11 reported
NameTitleOwnershipSince
Bryan James Koch ControlDirector5-10%2023
Christopher Lee Lacy ControlDirector, Chief Compliance Officer5-10%2017
Jay Martin McDonald ControlMemberUnder 5%2025
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Frequently asked questions

How much does TD Capital Management LLC manage?

TD Capital Management LLC reports $1.1 billion in regulatory assets under management on its Form ADV.

How many employees does TD Capital Management LLC have?

TD Capital Management LLC reports 14 employees.

Where is TD Capital Management LLC located?

TD Capital Management LLC is based in Memphis, TN and has been SEC-registered since 1996.

Does TD Capital Management LLC disclose fund performance?

TD Capital Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5100 Poplar Avenue, Suite 2904, Memphis, TN 38137-1400
Phone901-681-0021
Fax901-842-2824
Office hours8:00 a.m. - 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
CIK1483824
Discloses disciplinary historyNo

Assets under management

Discretionary$1.09B
Non-discretionary$0
Total (RAUM)$1.09B