|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| TD Capital Management LLC
✚
|
|
|---|---|
| CRD # | 106125 |
| SEC # | 801-52893 |
| CIK # | 0001483824 |
| AUM | $1.1 B (2025-02-05) |
| Employees | 14 (64% Investors, 0% Brokers) |
| Phone | 901-681-0021 |
| Address | 5100 Poplar Avenue Memphis, TN 38137-1400 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Autozone Inc | 18.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 195 | 88.3 |
| (b) Individuals (high net worth individuals) | 228 | 985.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.2 |
| (h) Charitable organizations | 5 | 13.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 429 | 1,087.7 |
| By Discretionary | ||
| Discretionary | 429 | 1,087.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 429 | 1,087.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,087.7 | |
| Total | 429 | 1,087.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001483824] | |
| SC 13G | [0001483824] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Neumeier Poma Investment Counsel LLC
✚
|
CA | 1.1 |
|
MSH Capital Advisors LLC
✚
|
AZ | 1.1 |
|
Madison Wealth Partners Inc
✚
|
WI | 1.1 |
|
Symphony Financial Ltd Co
✚
|
TX | 1.1 |
|
Platform Technology Partners LLC
✚
|
NY | 1.1 |
|
Hodges Capital Management Inc
✚
|
TX | 1.1 |
|
Parkway Wealth Management Group LLC
✚
|
TX | 1.1 |
|
Sgroi Wealth Advisory Group LLC
✚
|
NY | 1.1 |
|
Silicon Valley Capital Partners LP
✚
|
CA | 1.1 |
|
Wilkins Investment Counsel Inc
✚
|
MA | 1.1 |