Tmb Capital Partners, Llc
- Regulatory AUM
- $868M
- Discretionary
- $868M
- Clients
- 432
- Avg AUM / client
- $2.0M
- Accounts
- 456
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of May 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 346 | $185M | 21.4% |
| High net worth individuals | 63 | $375M | 43.3% |
| Banking or thrift institutions | Fewer than 5 clients | $1.3M | 0.15% |
| Pension and profit sharing plans | Fewer than 5 clients | $1.9M | 0.21% |
| Charitable organizations | Fewer than 5 clients | $87.5M | 10.1% |
| Corporations and other businesses | 23 | $216M | 24.9% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Benjamin Andrew Bailey | Registered representative | Jul 2025 (1y) | ||
| Scott Edward Tabor | Registered representative | Jul 2025 (1y) | ||
| William Madison Mcmillan | Registered representative | Jul 2025 (1y) | ||
| Zachary Sokora | Registered representative | Jul 2025 (1y) |
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) | 05/01/2026 | 906 KB | 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Raymond James $868M (100% of AUM) May 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: May 01, 2026.
View current Form ADV (SEC/IAPD) ↗