Td Capital Management LLC

Td Capital Management LLC (CRD# 106125) is a financial advisory firm headquartered in Memphis, TN. They manage $498,447,490 in 343 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    498
    MILLION
  • Total Number of Accounts
    343
    ACCOUNTS
  • Average Account Value
    $1,453,200
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CO, FL, GA, LA, MS, NC, TN, TX, VA

Financial Advisors at Td Capital Management LLC
Showing 1 - 7 of 7 top financial advisors.
1
Christopher L. Lacy
CRD#: 4916880
5100 Poplar Avenue, Suite 2904, Memphis, TN 38137
96
Wealthminder
score

Christopher Lacy (CRD# 4916880) is an Investment Advisor Representative working at Td Capital Management LLC in Memphis, TN and has over 10 years of experience in the finance industry. Christopher Lacy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Nimrod G. Thompson
CRD#: 5801517
5100 Poplar Avenue, Suite 2904, Memphis, TN 38137
96
Wealthminder
score

Nimrod Thompson (CRD# 5801517) is an Investment Advisor Representative working at Td Capital Management LLC in Memphis, TN and has over 7 years of experience in the finance industry. Nimrod Thompson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
John R. Harrell
CRD#: 5432794
5100 Poplar Avenue, Suite 2904, Memphis, TN 38137
90
Wealthminder
score

John Harrell (CRD# 5432794) is an Investment Advisor Representative working at Td Capital Management LLC in Memphis, TN and has 1 year of experience in the finance industry. John Harrell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Jay M. McDonald
CRD#: 6085994
5100 Poplar Ave., Suite 2904, Memphis, TN 38137
90
Wealthminder
score

Jay McDonald (CRD# 6085994) is an Investment Advisor Representative working at Td Capital Management LLC in Memphis, TN and has over 5 years of experience in the finance industry.

5
Jere M. Sights
CRD#: 6643761
5100 Poplar Avenue, Suite 2904, Memphis, TN 38137
90
Wealthminder
score

Jere Sights (CRD# 6643761) is an Investment Advisor Representative working at Td Capital Management LLC in Memphis, TN and has 1 year of experience in the finance industry.

6
Lloyd D. Smith
CRD#: 4361237
5100 Poplar Avenue, Thirtieth Floor, Memphis, TN 38137
87
Wealthminder
score

Lloyd Smith (CRD# 4361237) is an Investment Advisor Representative working at Td Capital Management LLC in Memphis, TN and has 1 year of experience in the finance industry.

7
Nimrod G. Thompson
CRD#: 4361188
5100 Poplar Avenue, Suite 2904, Memphis, TN 38137
87
Wealthminder
score

Nimrod Thompson (CRD# 4361188) is an Investment Advisor Representative working at Td Capital Management LLC in Memphis, TN and has 1 year of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.