TD Capital Management LLC
TD Capital Management LLC is an SEC-registered investment adviser headquartered in Memphis, Tennessee. The firm provides investment management services, primarily to high net worth individuals, as well as a smaller number of other individual clients, charitable organizations, and pension plans. As of early 2025, it managed approximately $1.1 billion in assets with a team of about 14 employees, the majority of whom are investment professionals. TD Capital Management LLC serves clients seeking personalized investment strategies and wealth management solutions.
Investment Strategy
TD Capital Management LLC primarily focuses on managing diversified portfolios for high net worth and individual clients using discretionary mandates. The firm's strategy emphasizes long-term capital appreciation through carefully selected equity and fixed income securities, tailored to individual client goals and risk tolerances. Their portfolio construction reflects an active management approach, balancing risk and opportunity across various market sectors to preserve and grow client wealth.
Top Holdings
Equity Positions (688)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I ITOT | ISHARES TR | 18.44% | $195.3M | 1,446,573 | $61.52 | $135.04 | +$17.1M |
V VTI | VANGUARD INDEX FDS | 7.32% | $77.6M | 255,171 | $181.78 | $303.93 | +$6.3M |
B BSV | VANGUARD BD INDEX FDS | 5.27% | $55.9M | 709,937 | $79.98 | $78.70 | +$1.5M |
I IVV | ISHARES TR | 4.71% | $49.9M | 80,364 | $231.86 | $620.90 | +$4.4M |
L LDUR | PIMCO ETF TR | 3.95% | $41.9M | 437,042 | $95.18 | $95.83 | +$801.5K |