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TD CAPITAL MANAGEMENT LLC
CRD 106125File 801-52893
APPROVED
Retail clients
Custody
Filing as of Feb 12, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.24B
Above cohort median (national)
Discretionary AUM
$1.24B
Clients
451
251 accounts
Employees
15
Above cohort median in TN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Sep 16, 1996
- Principal office
- 5100 POPLAR AVENUE, SUITE 2904, MEMPHIS, TN, 38137-1400
- Phone
- 901-681-0021
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.24B
- Discretionary AUM
- $1.24B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 251
- Non-discretionary accounts
- 0
- Total accounts
- 251
- AUM per client
- $2.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 5 | $15.3M |
| High net worth individuals | 250 | $1.14B |
| Pension and profit sharing plans | Fewer than 5 | $186K |
| Individuals (other than high net worth individuals) | 195 | $90.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.