Investment adviser · CRD 333108
TFR CAPITAL
Investment adviser filing (IA)
TFR CAPITAL, LLC
PLANO, TX, United States · Form ADV filed Jul 27, 2026
- Regulatory AUM
- $403M Form ADV · Item 5.F
- Client accounts
- 839 Accounts, not individual clients
- Employees
- 9 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 80 | $308,864,310 | 76.6% |
| Individuals | 180 | $82,365,251 | 20.4% |
| Charities | Fewer than 5 | $10,507,318 | 2.6% |
| Retirement plans | Fewer than 5 | $1,393,487 | 0.3% |
| Corporations & businesses | Fewer than 5 | $12,486 | 0.0% |
Filing source
Form ADV 2122176 · Jul 27, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 27, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
5830 GRANITE PKWY, SUITE 200PLANO, TX, 75024, United States
CRD 333108
Filing source
Form ADV 2122176 · Jul 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.