T
TBCPA, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$17,961,408
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
30
53% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
30
Average account size
$598,714
About
TBCPA, Inc. provides fee-based portfolio management and related financial services to a mix of individual clients (including high-net-worth individuals) and institutional-type accounts such as pension/profit-sharing plans, trusts, estates, business entities, and charitable organizations. In addition to investment management, the firm offers income tax planning, tax return preparation, and option/restricted-stock planning as part of its service set.
The firm tailors portfolios to clients’ objectives and constraints and can manage accounts on either a discretionary or non-discretionary basis, using a range of methods including fundamental, technical, and cyclical analysis and both long- and short-term trading approaches. Reviews of accounts are performed on an ongoing basis with at least quarterly sampling reviews, and the firm documents client circumstances (tax status, risk tolerance, time horizon) to customize recommendations.
Notable differences from many peers include the firm’s accounting affiliation: the principal is a certified public accountant who provides accounting and tax services to clients under separate fee arrangements, and the firm discloses how those dual roles are handled. The firm also reports managing assets for corporate/business and charitable clients and providing portfolio management for pension or institutional clients, while operating with approximately $21.0 million in assets under management as of 12/31/2022.
Client services
Portfolio management
Expertise
Equity compensation tax strategy
Active portfolio management
Fee options
$0 - $200,000: 1.75% $200,001 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001+: Variable, never in excess of 1.00%
Fee-only: Asset-based fees only; no commissions or other compensation from sales of securities.
Main office location
TBCPA, Inc.
Fernandina Beach FL, United States
Number of offices
1
Most active in
TBCPA, Inc. has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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