|
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| Keyboard |
| TD Capital Management LLC
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|---|---|
| CRD # | 106125 |
| SEC # | 801-52893 |
| CIK # | 0001483824 |
| AUM | 1,244.5 M (2026-02-12) |
| Employees | 15 (60% Investors, 0% Brokers) |
| Phone | 901-681-0021 |
| Address | 5100 Poplar Avenue Memphis, TN 38137-1400 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Autozone Inc | 16.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 195 | 90.4 |
| (b) Individuals (high net worth individuals) | 250 | 1,138.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.2 |
| (h) Charitable organizations | 5 | 15.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 251 | 1,244.5 |
| By Discretionary | ||
| Discretionary | 251 | 1,244.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 251 | 1,244.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,244.5 | |
| Total | 251 | 1,244.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001483824] | |
| SC 13G | [0001483824] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail |
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