|
⚲
|
| Keyboard |
| TFC Financial Management Inc
✚
|
|
|---|---|
| CRD # | 105062 |
| SEC # | 801-17784 |
| CIK # | 0001827844 |
| AUM | 1,780.8 M (2026-03-04) |
| Employees | 22 (55% Investors, 0% Brokers) |
| Phone | 617-210-6700 |
| Address | 260 Franklin Street Boston, MA 02110 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Johnson & Johnson | 12.0 | ||
| Apple Inc | 11.0 | ||
| Microsoft Corp | 5.9 | ||
| Merck & Co Inc | 4.6 | ||
| Nvidia Corp | 4.2 | ||
| International Business Machines Corp | 3.0 | ||
| Alphabet Inc | 2.7 | ||
| Accenture PLC | 2.4 | ||
| Old National Bancorp /IN/ | 2.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 113 | 49.7 |
| (b) Individuals (high net worth individuals) | 302 | 1,722.1 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 9.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,619 | 1,780.8 |
| By Discretionary | ||
| Discretionary | 1,619 | 1,780.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,619 | 1,780.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,780.8 | |
| Total | 1,619 | 1,780.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001827844] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.8B |
| Clients | 16 (1 non-US) |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
US Bancorp Advisors LLC
✚
|
MN | 1,796.1 M |
|
Mitchell Sinkler & Starr Inc
✚
|
PA | 1,789.2 M |
|
Parkwoods Wealth Partners LLC
✚
|
MO | 1,785.1 M |
|
Bitterroot Capital Advisors LLC
✚
|
MT | 1,780.0 M |
|
Auxano Advisors LLC
✚
|
WA | 1,777.1 M |
|
Oak Associates Ltd
✚
|
OH | 1,776.2 M |
|
Mainline West Fund Manager LLC
✚
|
CO | 1,771.9 M |
|
Linden Thomas Advisory Services LLC
✚
|
NC | 1,771.5 M |
|
Marco Investment Management LLC
✚
|
GA | 1,766.6 M |
|
Caliber Wealth Management LLC
✚
|
KS | 1,763.6 M |