Tfr Capital, LLC
● SEC registered since 2024CRD 333108SEC# 801-131226Plano, TX
Reg. AUM
$403.1M
Employees
9
Accounts
839
Location
Plano, TX
Tfr Capital, LLC assets under management
Tfr Capital, LLC is an SEC-registered investment adviser based in Plano, TX. The firm has been registered since 2024. It reports $403.1 million in regulatory assets under management and employs 9 people.
Tfr Capital, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jd Finco, Inc. Control | Manager | Under 5% | 2024 |
| Joshua Ryan Dunham Control | President And Member | Over 75% | 2024 |
| Sonia Ann Goforth | Chief Compliance Officer | Under 5% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Tfr Capital, LLC manage?
Tfr Capital, LLC reports $403.1 million in regulatory assets under management on its Form ADV.
How many employees does Tfr Capital, LLC have?
Tfr Capital, LLC reports 9 employees.
Where is Tfr Capital, LLC located?
Tfr Capital, LLC is based in Plano, TX and has been SEC-registered since 2024.
Does Tfr Capital, LLC disclose fund performance?
Tfr Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5830 Granite Pkwy, Suite 200, Plano, TX 75024 |
| Phone | 800-765-0397 |
| Office hours | 8:30 To 5.00 |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 2059325 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$403.1M▲ 23%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 54%
Larger than 46% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$403.1Mregulatory AUM
Discretionary $403.1M