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TFB ADVISORS, LLC
CRD 321870 · SEC 801-126142
4801 WEST 110TH STREET, SUITE 200, OVERLAND PARK, KS, 66211, United States
Phone
913-648-5526
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$840.2M
Discretionary AUM
$840.2M
Team
23 total employees; 19 advisory reps
Clients
51-100
Fees
Percentage of AUM; Subscription fees; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1156 | $369.3M |
| High net worth individuals | 170 | $428.6M |
| Pension/profit sharing plans | 8 | $8.2M |
| Charitable organizations | 4 | $1.4M |
| Corporations/business entities | 17 | $32.6M |
States served
AZ, AR, CA, CO, IL, IA, KS, LA, MD, MN, NE, NM, NY, NC, OH, OK, UT, WI, WY, MO, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD