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TD Capital Management LLC

Headquartered in MEMPHIS, TN

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Firm Information

TD Capital Management LLC, based in Memphis, TN, is an investment advisor with approximately $1.09 billion in regulatory assets under management. The firm offers financial planning, portfolio management for individuals and businesses. Their client base consists primarily of high-net-worth individuals, individuals other than high-net-worth, and charitable organizations.

TD Capital Management LLC

5100 POPLAR AVENUE

MEMPHIS, TN 38137-1400

$1.09B

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

TD CAPITAL MANAGEMENT LLC has a total of 1 branch locations across the country.
location

MEMPHIS, TN

Advisors at TD Capital Management LLC

View All 9 Advisors
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Colin P Prince

RA

Memphis, TN

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Nimrod G. Thompson

CFP®, RA

MEMPHIS, TN

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John Robert Harrell

CFP®, RA

MEMPHIS, TN

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Jay Martin McDonald

RA

MEMPHIS, TN

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Christopher Lee Lacy

CFP®, RA

MEMPHIS, TN

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Charles Bradford Foster

RA

MEMPHIS, TN

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Jere Matthews Sights

RA

Memphis, TN

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James Michael Dehority

RA

Memphis, TN

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Disclosures

There are no public disclosures for TD Capital Management LLC.

Frequently Asked Questions (8)

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