Tfr Capital is an SEC registered investment adviser organized as a limited liability company with a primary office location in Plano, TX. Its latest Form ADV filing, dated March 20, 2026, reports $403M in regulatory assets under management, 9 employees, 1 office, and 839 accounts.
Assets Under Management
$403M
Employees
9
Offices
1 office
Total Clients
267
Primary office
PLANO, TX
5830 GRANITE PKWY, SUITE 200, PLANO, TX, United States
Top client segmentIndividuals represent 67.4% of total clients.
Top client categories% of clientsClients
1
Individuals
67.4%
180
2
HNWI
30.0%
80
3
Pension Plans
1.1%
3
4
Charitable
0.7%
2
5
Corporations
0.7%
2
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$403Mas of March 20, 2026
Discretionary100.0%
$403M
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$403M
Total Accounts839
10Y AUM Change+$403M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee30:1
10Y Employee Change+1 (+12.5%)
* 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.