Firm profile

TFB ADVISORS, LLC

OVERLAND PARK, KSCRD 321870Latest ADV April 27, 2026

Tfb Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Overland Park, KS. Its latest Form ADV filing, dated April 27, 2026, reports $840M in regulatory assets under management, 23 employees, 6 offices, and 2,832 accounts.

Assets Under Management
$840M
Employees
23
Offices
6 offices
Total Clients
1,355
Primary office
OVERLAND PARK, KS
4801 WEST 110TH STREET, SUITE 200, OVERLAND PARK, KS, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOMatthew A. Swendiman

Advisory services offered

5 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Subscription fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 85.3% of total clients.
Top client categories% of clientsClients
1
Individuals
85.3%
1,156
2
HNWI
12.5%
170
3
Corporations
1.3%
17
4
Pension Plans
0.6%
8
5
Charitable
0.3%
4
Categories with <5 clients
Charitable Organizations<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$840Mas of April 27, 2026
Discretionary100.0%
$840M
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.

Total AUM$840M
Total Accounts2,832
10Y AUM Change+$840M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees23
Clients per Employee59:1
10Y Employee Change+16 (+228.6%)

* 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.