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TDC Capital Advisors, Inc.

Updated today

Client assets under management

$156,640,135

Clients

99

38% high-net worth

Advisors

5

of 5 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

20

Very Low

Average account size

$1,582,224

About

TDC Capital Advisors provides investment advisory and portfolio management services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers both discretionary and non-discretionary arrangements and tailors advice through suitability assessments and periodic account reviews.

The firm primarily recommends mutual funds and uses fundamental and cyclical analysis, deploying both long‑term and shorter‑term purchase strategies as appropriate while monitoring and rebalancing portfolios. Unusually for peers, the firm reports that its managed assets are handled on a non‑discretionary basis, meaning client approval is obtained before transactions are executed.

The firm has an affiliation with a public accounting firm—several shareholders of that accounting firm are stakeholders in the adviser—and the brochure discloses that the adviser may recommend that accounting firm for clients’ accounting needs, a referral arrangement the firm identifies as a conflict of interest. The adviser also advises on a range of securities, including municipal securities, and reports approximately $177.6 million in client assets, features that distinguish its business mix from many similarly sized team advisers.

Client services

Portfolio management

Expertise

Active portfolio management

Fee options

Percentage

$0 - $500,000: 2.00% $500,001 - $1,000,000: 1.50% $1,000,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.75% $10,000,001 - $25,000,000: 0.60% $25,000,001+: 0.45%

Main office location

TDC Capital Advisors, Inc.

1598 Copperfield Parkway

College Station TX 77845, United States

Number of offices

1

Most active in

Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Ronnie C

Series 65

College Station, TX

TDC Capital Advisors, Inc.

Ronnie Craig is a financial advisor at Tdc Capital Advisors, Inc. in College Station, TX, holding a Series 65 designation with 22 years of industry experience. He has been with Tdc Capital Advisors since 2003 and has worked at Thompson, Derrig & Craig since 1994. Tdc Capital Advisors provides investment advisory and portfolio management services to individual and institutional clients, including high-net-worth individuals, trusts, estates, charitable organizations, corporations, and government entities. The firm employs fundamental and cyclical analysis with a mix of long- and short-term strategies, managing portfolios on a non-discretionary basis with client approval required before transactions.

Active portfolio management
user avatar

Isaac A

Series 65

College Station, TX

TDC Capital Advisors, Inc.

Isaac Auvermann is a financial advisor at Evidence Wealth, LLC in Bryan, TX, holding a Series 65 credential. He has been in the industry since 2023, previously working at Thompson, Derrig, & Craig before joining Evidence Wealth in 2025. Evidence Wealth is a six-advisor firm providing discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, charitable organizations, businesses, and qualified retirement plans. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory, using primarily passive mutual funds and ETFs, and incorporates model portfolios with support from third-party sub-advisers.

Active portfolio management
user avatar

Kyle C

Series 65

College Station, TX

TDC Capital Advisors, Inc.

Kyle Cox is a financial advisor at Tdc Capital Advisors, Inc. with two years of industry experience. He holds a Series 65 designation and has previously worked at Thompson, Derrig & Craig, P.C. and K2Share, LLC. Tdc Capital Advisors provides investment advisory and portfolio management services to individual and institutional clients, including high-net-worth individuals, trusts, estates, and municipal entities. The firm manages portfolios on a non-discretionary basis, using fundamental and cyclical analysis combined with long- and short-term purchase strategies tailored to client objectives.

Active portfolio management
user avatar

James L

Series 65

College Station, TX

TDC Capital Advisors, Inc.

James Larkin is a financial advisor at Tdc Capital Advisors, Inc. in College Station, TX, holding a Series 65 designation and with 17 years of industry experience. He has been with Tdc Capital Advisors since 2008 and also has a concurrent role at Thompson, Derrig & Craig, P.C. since 2007. Tdc Capital Advisors provides investment advisory and portfolio management services to individual and institutional clients, including high-net-worth individuals, trusts, estates, charitable organizations, corporations, and government entities. The firm manages portfolios primarily on a non-discretionary basis, using fundamental and cyclical analysis combined with long- and short-term purchase strategies tailored to client objectives.

Active portfolio management
user avatar

Aubry T

Series 65

College Station, TX

TDC Capital Advisors, Inc.

Aubry Taylor is a financial advisor at Tdc Capital Advisors, Inc. in College Station, TX, with 11 years of industry experience. He holds the Series 65 designation and has worked at Thompson Derrig & Craig PC and Tdc Capital Advisors since 2013. Tdc Capital Advisors provides investment advisory and portfolio management services to individual and institutional clients, including high-net-worth individuals, trusts, estates, charitable organizations, corporations, and government entities. The firm employs fundamental and cyclical analysis with a mix of long- and short-term strategies, managing portfolios on a non-discretionary basis with client approval required for transactions.

Active portfolio management
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