Teak Tree Capital Management, LLC

Teak Tree Capital Management, LLC (CRD# 149474) is a financial advisory firm headquartered in Fort Worth, TX. They manage $268,746,906 in 977 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    269
    MILLION
  • Total Number of Accounts
    977
    ACCOUNTS
  • Average Account Value
    $275,074
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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.

TX

Financial Advisors at Teak Tree Capital Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Adam K. Deem
CRD#: 4239863
1300 S. University Dr., #407, Fort Worth, TX 76107
96
Wealthminder
score

Adam Deem (CRD# 4239863) is an Investment Advisor Representative working at Teak Tree Capital Management, LLC in Fort Worth, TX and has over 16 years of experience in the finance industry. Adam Deem 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
Stephen J. Kaye
CRD#: 4187125
1300 S. University Dr., #407, Fort Worth, TX 76107
96
Wealthminder
score

Stephen Kaye (CRD# 4187125) is an Investment Advisor Representative working at Teak Tree Capital Management, LLC in Fort Worth, TX and has over 16 years of experience in the finance industry. Stephen Kaye 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
Thomas L. Chancellor
CRD#: 3258943
1300 S. University Dr., #407, Fort Worth, TX 76107
76
Wealthminder
score

Thomas Chancellor (CRD# 3258943) is an Investment Advisor Representative working at Teak Tree Capital Management, LLC in Fort Worth, TX and has over 17 years of experience in the finance industry. Thomas Chancellor 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.