# 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.

- CRD: 117769
- Filed as: TDC CAPITAL ADVISORS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: College Station, TX
- Filing period: October 2026
- Form ADV filing dated: June 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/117769
- AdvisorCensus page: https://advisorcensus.com/firm/tdc-capital-advisors-inc-college-station-tx-117769

## Quick answers

**How 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.

**How much does TDC Capital Advisors, Inc. charge?**
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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated June 10, 2026)

- 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

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $177,592,784
- Discretionary: $0
- Non-discretionary: $177,592,784

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 61 | $27,764,096 |
| High net worth individuals | 38 | $128,876,039 |
| Charitable organizations | 2 | $1,205,116 |
| State or municipal government entities (including government pension plans) | 2 | $2,473,255 |
| Corporations or other businesses not listed above | 10 | $17,274,278 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 4 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [tdcadvisors.com](https://tdcadvisors.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $116,929,899 | 5 | July 16, 2021 |
| October 2022 | $137,808,156 | 5 | January 31, 2022 |
| October 2023 | $145,150,720 | 4 | January 31, 2023 |
| October 2024 | $152,073,612 | 5 | January 16, 2024 |
| October 2025 | $171,934,687 | 5 | July 28, 2025 |
| October 2026 | $177,592,784 | 4 | June 10, 2026 |

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.

## Changes in the filing (last 12 months)

### February 2026
- Employees performing advisory functions went from 4 to 1.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. TDC Capital Advisors, Inc. (CRD 117769): Form ADV filing data as of October 2026.