TD Capital Management LLC
● SEC registered since 1996CRD 106125SEC# 801-52893Memphis, TN
Reg. AUM
$1.24B
Employees
15
Accounts
251
Location
Memphis, TN
TD Capital Management LLC assets under management
TD Capital Management LLC is an investment advisory firm registered with the SEC based in Memphis, TN. The firm has been registered since 1996. It reports $1.2 billion in regulatory assets under management and employs 15 people.
TD Capital Management LLC owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bryan James Koch Control | Director | 5-10% | 2023 |
| Christopher Lee Lacy Control | Director, Chief Compliance Officer | 5-10% | 2017 |
| Jay Martin McDonald Control | Member | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does TD Capital Management LLC manage?
TD Capital Management LLC reports $1.2 billion in regulatory assets under management on its Form ADV.
How many employees does TD Capital Management LLC have?
TD Capital Management LLC reports 15 employees.
Where is TD Capital Management LLC located?
TD Capital Management LLC is based in Memphis, TN and has been SEC-registered since 1996.
Does TD Capital Management LLC disclose fund performance?
TD Capital Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5100 Poplar Avenue, Suite 2904, Memphis, TN 38137-1400 |
| Phone | 901-681-0021 |
| Fax | 901-842-2824 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1483824 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.24B▲ 14%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 29%
Larger than 71% of 16,271 advisers
EmployeesTop 30%
More than 70% of 16,825 advisers
Assets under management
$1.24Bregulatory AUM
Discretionary $1.24B