TDC CAPITAL ADVISORS, INC.
SEC RegisteredHELPING YOU BUILD A SOLID FOUNDATION... TO LAST
About the firm
TDC Capital Advisors, Inc. is a registered Investment Advisory Firm dedicated to helping clients achieve their financial goals. The firm works one-on-one with clients to design customized investment portfolios, with an emphasis on asset diversification and long-term strategies. TDC is a fee-only Investment Advisory Firm and does not receive commissions on any financial product it recommends.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Education planning, retirement planning, gift planning, estate planning, and other financial needs. Offers several pricing options to best serve the needs of clients.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 61 | $28M |
| High Net Worth Individuals | 38 | $129M |
| State/Municipal Entities | 2 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
Data as of March 19, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. TDC CAPITAL ADVISORS, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.