TFR CAPITAL

TFR CAPITAL, LLC

CRD 333108 · SEC 801-131226

Visit website

5830 GRANITE PKWY, SUITE 200, PLANO, TX, 75024, United States

Phone

800-765-0397

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$403.1M

Discretionary AUM

$403.1M

Team

9 total employees; 5 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-20

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersFINANCIAL CONSULTING, INVESTMENT DUE DILIGENCE

Client types

Type	Clients	AUM
Individuals	180	$82.4M
High net worth individuals	80	$308.9M
Pension/profit sharing plans	3	$1.4M
Charitable organizations	2	$10.5M
Corporations/business entities	2	$12K

States served

CO, OK, TX

All web addresses on file

https://tfr-inc.com
https://tfrwm.com
https://www.linkedin.com/company/tfr-wealth-management-llc

Official SEC filing: View on IAPD