TFR Capital

Joshua Dunham is a financial advisor at TFR Capital with 22 years of industry experience. He holds a Series 66 designation and previously worked at SCF Securities, Inc. and SCF Investment Advisors, Inc. Outside of his advisory role, he is president and owner of JD FINCO Inc., a consulting and programming business. TFR Capital is an SEC-registered investment adviser serving individuals, including high net worth clients, as well as family offices, trusts, estates, private foundations, and qualified retirement plans. The firm employs a combination of fundamental, quantitative, and technical analysis to construct tailored portfolios, emphasizing low-cost investments and considering tax sensitivity, income needs, and behavioral factors.

Stephanie Williams is a CFA® charterholder with 16 years of industry experience. She is currently with TFR Capital, working as part of a five-advisor team since 2023. Her prior experience includes five years at Envestnet Asset Management and a period as a homemaker from 2019 to 2023. TFR Capital, LLC is an SEC-registered investment adviser that provides discretionary investment management and comprehensive financial planning to individuals, including high net worth clients, as well as entities such as family offices, trusts, estates, private foundations, and qualified retirement plans. The firm employs a combination of fundamental, quantitative, and technical analysis to build portfolios tailored to clients’ liquidity, tax, income, and behavioral needs.

Bobby James is a financial advisor with TFR Capital who holds Series 63 and Series 65 licenses and has 40 years of industry experience. His prior work includes ten years at SCF Investment Advisors, Inc. and a long tenure at Texas Financial Resources Inc. Outside of advising, he is involved with The Sam Field Foster Foundation, assisting trustees with operations and coordinating distributions, and serves as successor trustee for the foundation. TFR Capital, LLC is an SEC-registered investment adviser serving individuals, including high net worth clients, as well as family offices, trusts, estates, private foundations, and qualified retirement plans. The firm employs a combination of fundamental, quantitative, and technical analysis to construct portfolios tailored to client needs, emphasizing low embedded costs and a broad range of investment instruments.

Bryan Leinart is a financial advisor at TFR Capital with 17 years of industry experience. He holds a Series 65 designation and has worked at SCF Investment Advisors and Heritage Wealth Management. Outside of his advisory work, he serves as a director for Cambridge Advisors, Inc. and is involved in life, health, and disability insurance sales as a self-employed agent. TFR Capital is an SEC-registered investment adviser that provides discretionary investment management and comprehensive financial planning to individuals, including high net worth clients, as well as family offices, trusts, estates, private foundations, and qualified retirement plans. The firm uses a combination of fundamental, quantitative, and technical analysis to build portfolios tailored to clients’ liquidity, tax sensitivity, income needs, and behavioral factors.

Michael Crawford is a financial advisor at TFR Capital with eight years of industry experience. He holds a Series 65 designation and previously worked at SCF Investment Advisors, Inc. and Texas Financial Resources. Outside of his advisory role, he serves as Vice Chair of the Board of Directors for the Princeton Economic Development Corporation and officiates youth baseball games as an umpire. TFR Capital is an SEC-registered investment adviser providing discretionary investment management and comprehensive financial planning to individuals, family offices, trusts, estates, and qualified retirement plans. The firm uses a combination of fundamental, quantitative, and technical analysis to construct portfolios tailored to clients’ liquidity, tax, income, and behavioral needs.

Michael Demings is a financial advisor at TFR Capital with a Series 65 credential and recent experience in the banking industry, including roles at Cadence Bank, First Citizens Bank, Valliance Bank, and Prosperity Bank. He also holds a real estate license and is involved as a licensed agent with Heart & Home Realtors. TFR Capital is an SEC-registered investment adviser serving individuals, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm provides discretionary investment management and comprehensive financial planning, applying fundamental, quantitative, and technical analysis to construct portfolios tailored to clients’ needs.