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| TFB Advisors LLC
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|
|
|---|---|
| CRD # | 321870 |
| SEC # | 801-126142 |
| CIK # | 0001965201 |
| AUM | $840.2 M (2026-04-27) |
| Employees | 23 (83% Investors, 61% Brokers) |
| Phone | 913-648-5526 |
| Address | 4801 West 110th Street Overland Park, KS 66211 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001965201 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 4.4 | ||
| Apple Inc | 3.9 | ||
| Amazon Com Inc | 3.2 | ||
| Alphabet Inc | 3.1 | ||
| Microsoft Corp | 2.3 | ||
| Alphabet Inc | 1.7 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,156 | 369.3 |
| (b) Individuals (high net worth individuals) | 170 | 428.6 |
| (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 | 8 | 8.2 |
| (h) Charitable organizations | 4 | 1.4 |
| (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 | 17 | 32.6 |
| (n) Other | 0 | 0.0 |
| Total | 2,832 | 840.2 |
| By Discretionary | ||
| Discretionary | 2,832 | 840.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,832 | 840.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 840.2 | |
| Total | 2,832 | 840.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001965201] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
American Money Management LLC
✚
|
CA | 0.8 |
|
Claremont Capital Management LLC
✚
|
AZ | 0.8 |
|
Inlight Wealth Management LLC
✚
|
GA | 0.8 |
|
Donald L Hagan LLC
✚
|
FL | 0.8 |
|
Loomis Capital Management LP
✚
|
0.8 | |
|
Purkiss Capital Advisors LLC
✚
|
0.8 | |
|
Acansa Investment Management Group LLC
✚
|
VA | 0.8 |
|
Pinion Investment Advisors LLC
✚
|
KS | 0.8 |
|
Market Street Wealth Management LLC
✚
|
PA | 0.8 |
|
Redwood Holdings LLC
✚
|
CA | 0.8 |