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TMB CAPITAL PARTNERS, LLC

CRD 335750File 801-132649
APPROVED
Retail clients
Filing as of Sep 15, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$867.8M
Above cohort median (national)
Discretionary AUM
$867.8M
Clients
432
456 accounts
Employees
6
Top 25% of cohort in AR

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
FWRO
Registration date
Apr 30, 2025
Principal office
2226 COTTONDALE LN, STE 110, LITTLE ROCK, AR, 72202
Phone
501-671-1140

Assets & accounts

ADV Item 5F
Total regulatory AUM
$867.8M
Discretionary AUM
$867.8M
Non-discretionary AUM
$0
Discretionary accounts
456
Non-discretionary accounts
0
Total accounts
456
AUM per client
$2.0M

Clients by type

ADV Item 5D
Client typeClientsAUM
Other23$216.2M
Charitable organizationsFewer than 5$87.5M
High net worth individuals63$375.5M
Banking or thrift institutionsFewer than 5$1.3M
Pension and profit sharing plansFewer than 5$1.9M
Individuals (other than high net worth individuals)346$185.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Portfolio management for other
  • 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
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Mar 1, 2026Clients424432increased by8
Mar 1, 2026AUM$834,325,110$867,846,603increased by$33,521,493
Mar 1, 2026Accounts1,430456decreased by974
Dec 1, 2025
vs May 1, 2025
RegistrationAPPROVED-120APPROVED
Dec 1, 2025
vs May 1, 2025
AUM$0$834,325,110increased by$834,325,110
Dec 1, 2025
vs May 1, 2025
Accounts01,430increased by1,430
May 1, 2025Registration—APPROVED-120

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “TMB CAPITAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TMB CAPITAL” may also match similarly-named firms). Confirm identity against each filing.

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.