TD Capital Management LLC

John Harrell is a CFP® professional with 13 years of industry experience, currently serving at TD Capital Management LLC since 2005. He is based in Memphis, TN, and is part of a nine-advisor team. TD Capital Management LLC provides discretionary portfolio management, financial planning, and consulting services primarily to individuals, families, businesses, and institutional clients with investable assets typically above $250,000. The firm employs a tailored investment approach that includes ETFs, mutual funds, equities, bonds, and fixed-income portfolios, supported by a detailed financial profiling process and ongoing portfolio oversight.

James Dehority is a financial advisor at TD Capital Management LLC with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at TD Capital Management since 2018. Prior to that, he was with Dearborn Capital Markets and operates a CPA tax preparation business. Additionally, he serves as secretary, treasurer, and board chairman of a web-based service company doing business with the U.S. government. TD Capital Management LLC provides discretionary portfolio management, financial planning, and consulting services primarily to individuals, families, businesses, trusts, estates, and retirement plans with investable assets generally above $250,000. The firm employs a team-based approach to develop customized investment plans and manages over $1 billion in assets.

Colin Prince is a financial advisor with TD Capital Management LLC in Memphis, TN, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch. Outside of his advisory work, he is a 14% member of RidgeFork LLC, an entity established to purchase a hunting camp in Bells, TN. TD Capital Management LLC provides discretionary portfolio management, financial planning, and consulting services primarily to individuals, families, and institutions with investable assets typically above $250,000. The firm employs tailored investment strategies ranging from long-term buy-and-hold to shorter-term trades and manages over $1 billion in assets across a nine-advisor team.

Jay Mcdonald is a financial advisor at TD Capital Management LLC in Memphis, TN, with 13 years of industry experience. He holds a Series 65 credential and has been with TD Capital Management since 2007. TD Capital Management LLC provides discretionary portfolio management, financial planning, and consulting services primarily to individuals, families, businesses, and institutional clients with investable assets typically above $250,000. The firm employs a team-based approach to tailor investment strategies ranging from long-term buy-and-hold to shorter-term trades, using a variety of asset classes and regularly reviewing client accounts.

Christopher Lacy is a CFP® with 13 years of industry experience, currently serving as an advisor at TD Capital Management LLC since 2008. He holds the Series 63 designation and is based in Memphis, TN. TD Capital Management LLC provides discretionary portfolio management, financial planning, and consulting services to individuals, families, businesses, trusts, estates, and retirement plans, typically serving clients with investable assets above $250,000. The firm employs a detailed financial profiling process and implements tailored investment strategies across a range of asset classes, managing over $1 billion in regulatory assets with a nine-advisor team.

Nimrod Thompson is a CFP® with 12 years of industry experience, currently serving as an advisor at TD Capital Management LLC since 2013. He holds Series 63 and Series 65 licenses and is based in Memphis, TN. TD Capital Management LLC provides discretionary portfolio management, financial planning, and consulting services primarily to individuals, families, businesses, trusts, estates, and pension and profit-sharing plans with investable assets generally above $250,000. The firm employs tailored investment strategies ranging from long-term buy-and-hold to shorter-term trades, utilizing ETFs, mutual funds, equities, bonds, and dedicated fixed-income portfolios, supported by a nine-advisor team managing over $1 billion in assets.

Jere Sights is a financial advisor at TD Capital Management LLC in Memphis, TN, holding a Series 65 designation with nine years of industry experience. He has been with TD Capital Management since 2016. TD Capital Management LLC provides discretionary portfolio management, financial planning, and consulting services primarily to individuals, families, businesses, and institutional clients with investable assets typically above $250,000. The firm employs a team-based approach with tailored investment strategies ranging from long-term buy-and-hold to shorter-term trades, managing over $1 billion in regulatory assets.

Nimrod Thompson is a PFS™ credentialed advisor with 21 years of industry experience, currently serving at TD Capital Management LLC since 1996. He also spent over 30 years with Cbiz prior to focusing fully on TD Capital. Thompson is a member of the Board of Directors of Evolve Bancorp, Inc., a bank holding company based in Memphis, TN, and serves as trustee or co-trustee for several family trusts. TD Capital Management LLC is a member-owned firm managing over $1 billion in assets with a nine-advisor team. The firm provides discretionary portfolio management, financial planning, and consulting primarily to clients with investable assets above $250,000, offering tailored investment strategies that include ETFs, mutual funds, equities, bonds, options, and international exposures.

Charles Foster IV is a financial advisor at TD Capital Management LLC with a Series 65 designation and three years of industry experience. Prior to joining TD Capital Management in 2019, he worked at Legility LLC, Baker, Donelson, Bearman, Caldwell & Berkowitz, PC, and Silverman Law Office. TD Capital Management LLC provides discretionary portfolio management, financial planning, and consulting services primarily to individuals, families, and institutions with investable assets typically above $250,000. The firm employs a range of investment strategies tailored to client objectives and manages over $1 billion in regulatory assets across a nine-advisor team.