Td Capital Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Memphis, TN. Its latest Form ADV filing, dated February 12, 2026, reports $1.2B in regulatory assets under management, 15 employees, and 251 accounts.
Assets Under Management
$1.2B
Employees
15
Offices
--
Total Clients
451
Primary office
MEMPHIS, TN
5100 POPLAR AVENUE, SUITE 2904, MEMPHIS, TN, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 55.4% of total clients.
Top client categories% of clientsClients
1
HNWI
55.4%
250
2
Individuals
43.2%
195
3
Charitable
1.1%
5
4
Pension Plans
0.2%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.2Bas of February 12, 2026
Discretionary100.0%
$1.2B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.2B
Total Accounts251
10Y AUM Change+$698M (+127.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee30:1
10Y Employee Change+6 (+66.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.