Advisor at M. Thomas Capital Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
M. Thomas Capital Management
Location
Chagrin Falls, OH
Credentials
Series 66
Industry experience
6 years
Tyler Koepf is a financial advisor at M. Thomas Capital Management with six years of industry experience. He holds a Series 66 designation and has worked at firms including Koepf Financial Group L.L.C. and Eagle Strategies LLC. Outside of his advisory work, Koepf volunteers on the investment committee for the Foundation for Geauga Parks, providing input on fund allocation. M. Thomas Capital Management is a single-advisor independent firm offering portfolio management, financial planning, and project-based financial analysis to individuals and business entities. The firm’s investment approach emphasizes modern portfolio theory and long-term trading, using index funds, mutual funds, ETFs, fixed income, and select alternative vehicles aligned with documented risk tolerances and investment policy statements.
Based on M. Thomas Capital Management
Financial planning fixed fees: $1,000 to $10,000; Project-Based Financial Analysis fixed fees: $1,000 to $20,000
$0 - $1,000,000: 0.75% $1,000,000 - $2,000,000: 0.65% $2,000,000 - $5,000,000: 0.50% $5,000,000+: 0.25%
$100 to $500 per hour
Contingent fees for Project-Based Financial Analysis: 1% to 20% of project value
Chagrin Falls, OH
Ohio
Koepf Financial Group L.L.C.
2021 - Present (5 years)
Eagle Strategies (NY Life)
2019 - 2021 (2 years)
Vines Financial Group LLC D/B/A V Financial Partners
2019 - 2021 (2 years)
NYLIFE Securities LLC
2019 - 2021 (2 years)
New York Life
2019 - 2021 (2 years)
Unemployed
2018 - 2019 (1 year)
Unitedhealth Group / OptumRx
2015 - 2018 (3 years)
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