Tfr Capital
Tfr Capital is an SEC-registered wealth manager in Plano, TX with $403.1M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Tfr Capital: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 333108, SEC 801-131226, data through 2026-03-20.
- AUM (assets under management / regulatory AUM)
- $403.1M (2026-03-20)
- Firm type
- Wealth Manager
- Location
- Plano, TX
- Employees
- 9
- Clients
- 267
- CRD
- 333108
- Ownership
- DUNHAM, JOSHUA, RYAN; Dunham, Jennie, Hughes; JD FINCO, INC.; GOFORTH, SONIA, ANN; HUFF, MELANIE, ADRIENNE
How much AUM does Tfr Capital have?
Tfr Capital reported $403.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-20).
Who owns Tfr Capital?
Disclosed owners and executives of Tfr Capital include DUNHAM, JOSHUA, RYAN, Dunham, Jennie, Hughes, JD FINCO, INC., GOFORTH, SONIA, ANN, HUFF, MELANIE, ADRIENNE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.