A complete list of active advisors currently associated with TCM Investment Management

Warmer can help you find a great advisor at TCM Investment Management or one who fits your needs even better.

TCM Investment Management is a recently formed, single-advisor registered investment adviser that offers investment management and an ongoing financial consulting subscription to individual clients; as of June 13, 2025, the firm reports no assets under management. Its investment management service includes portfolio construction, security selection, trading execution, rebalancing, and performance reporting, while the consulting subscription provides regular budgeting and cash‑flow guidance. The firm provides discretionary portfolio management using individual equities, ETFs, mutual funds, and fixed‑income securities, and it emphasizes fundamental analysis for fund and ETF selection with a primary long‑term holding strategy while accommodating client‑directed short‑term trades. Fees are billed as a tiered percentage of assets under management (a common industry approach) and are combined with a $25 monthly consulting subscription that is delivered and billed as an integrated, non‑separable package and deducted through the firm’s custodian. Notable atypical features include a sole principal who is concurrently completing a finance degree while holding industry registrations (Series 7, 63, 65) and the firm’s current reporting of zero clients and zero AUM, which is uncommon for managers in this category. The firm requires all client accounts to be maintained at a single custodian platform, does not accept proxy‑voting authority, and provides advisory and consulting services only as a bundled offering, distinguishing its operating and service model from many peers.

To learn more about the advisors currently working at TCM Investment Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.