AdvisorCensus / Financial advisors / Texas / College Station / TDC Capital Advisors, Inc.
TDC Capital Advisors, Inc. is an SEC-registered investment advisory firm in College Station, TX, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 10, 2026.
Quick answers
From the filingHow is TDC Capital Advisors, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), TDC Capital Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management.
What does TDC Capital Advisors, Inc.'s brochure say about its fees?
Its Form ADV Part 2A brochure dated June 10, 2026 states: Up to $1,000,000: 1% a year; $1,000,001 to $2,000,000: 0.9% a year; $2,000,001 to $5,000,000: 0.75% a year; $5,000,001 to $10,000,000: 0.6% a year; Above $10,000,001: 0.5% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is TDC Capital Advisors, Inc. located?
TDC Capital Advisors, Inc.'s principal office is in College Station, TX, according to its Form ADV.
Is TDC Capital Advisors, Inc. registered with the SEC or a state?
TDC Capital Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 117769.
How much does TDC Capital Advisors, Inc. manage?
TDC Capital Advisors, Inc. reports $177,592,784 in regulatory assets under management in its Form ADV filing dated June 10, 2026 (0% discretionary).
How have TDC Capital Advisors, Inc.'s assets and staff changed since 2021?
In the Form ADV data for TDC Capital Advisors, Inc.: Regulatory assets under management: $116,929,899 in the October 2021 data and $177,592,784 in the October 2026 data, up 52%. Total employees: 5 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does TDC Capital Advisors, Inc. serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (61); high net worth individuals (38); corporations or other businesses not listed above (10).
Which custodians does TDC Capital Advisors, Inc. use?
TDC Capital Advisors, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.
Does TDC Capital Advisors, Inc. report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/117769
What changed in TDC Capital Advisors, Inc.'s recent Form ADV filings?
In the February 2026 filing data: Employees performing advisory functions went from 4 to 1.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $1,000,000 | 1% |
| $1,000,001 to $2,000,000 | 0.9% |
| $2,000,001 to $5,000,000 | 0.75% |
| $5,000,001 to $10,000,000 | 0.6% |
| Above $10,000,001 | 0.5% |
The brochure's wording
Our fee for portfolio management services is based on a percentage of your assets we manage and is set forth in the following fee schedule:
$0 - $1,000,000 1.00% $1,000,001 - $2,000,000 0.90% $2,000,001 - $5,000,000 0.75%
$5,000,001 - $10,000,000 0.60% Above $10,000,000 0.50%
As stated in the firm's Form ADV Part 2A brochure dated June 10, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$177,592,784 as of October 2026, filing dated June 10, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2021 (5 years)
- Employees
- Total: 4. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $177,592,784 | 4 | June 10, 2026 |
| October 2025 | $171,934,687 | 5 | July 28, 2025 |
| October 2024 | $152,073,612 | 5 | January 16, 2024 |
| October 2023 | $145,150,720 | 4 | January 31, 2023 |
| October 2022 | $137,808,156 | 5 | January 31, 2022 |
| October 2021 | $116,929,899 | 5 | July 16, 2021 |
Regulatory assets under management: $116,929,899 in the October 2021 data and $177,592,784 in the October 2026 data, up 52%.
Total employees: 5 in October 2021 and 4 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- February 2026
- Employees performing advisory functions went from 4 to 1.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. TDC Capital Advisors, Inc. (CRD 117769): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/tdc-capital-advisors-inc-college-station-tx-117769