Tyndall Stroud Wealth Management, Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 134102
· Winterville, NC
· WWW.LINKEDIN.COM
☆ Save with Pro
ADV data as of Apr 20, 2026
- Regulatory AUM
- $67.1M
- Discretionary
- $67.1M
- Clients
- 191
- Avg AUM / client
- $351K
- Accounts
- 328
- Employees
- 3
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 157 | $36.0M | 53.6% |
| High net worth individuals | 20 | $28.1M | 41.9% |
| Pooled investment vehicles (non-investment companies) | 1 | $98.9K | 0.15% |
| Pension and profit sharing plans | 13 | $2.9M | 4.37% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christopher Lynn Tyndall | Registered representative | Sep 2006 (20y) | ||
| Derek Hugh Stroud | Registered representative | Sep 2006 (20y) | ||
| Larry Keith Tyndall | Registered representative | Personal Financial Specialist | Sep 2006 (20y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/20/2026 | 1.16 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Other fees
- • THIRD-PARTY ADVISORY FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Fidelity Brokerage Services $67.1M (100% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 20, 2026.
View current Form ADV (SEC/IAPD) ↗