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Tfb Advisors, LLC

● SEC registered since 2022CRD 321870SEC# 801-126142Overland Park, KS
Export (members)
Reg. AUM
$859.6M
Employees
35
Accounts
3,047
Location
Overland Park, KS

Tfb Advisors, LLC assets under management

Tfb Advisors, LLC operates as an SEC-registered investment adviser based in Overland Park, KS. The firm has been registered since 2022. It reports $859.6 million in regulatory assets under management and employs 35 people.

Tfb Advisors, LLC owners & executives

8 reported
NameTitleOwnershipSince
Adam D BettisMember5-10%2022
Daniel Gerard DolanMember5-10%2022
David Butler Wentz ControlManaging Member50-75%2022
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Frequently asked questions

How much does Tfb Advisors, LLC manage?

Tfb Advisors, LLC reports $859.6 million in regulatory assets under management on its Form ADV.

How many employees does Tfb Advisors, LLC have?

Tfb Advisors, LLC reports 35 employees.

Where is Tfb Advisors, LLC located?

Tfb Advisors, LLC is based in Overland Park, KS and has been SEC-registered since 2022.

Does Tfb Advisors, LLC disclose fund performance?

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

Contact & registration

Address4801 West 110th Street, Suite 200, Overland Park, KS 66211
Phone913-648-5526
Office hours8a.m. - 5p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$859.6M
Non-discretionary$0
Total (RAUM)$859.6M