TMB Capital Partners, LLC logo

TMB Capital Partners, LLC

Updated today

Client assets under management

$560,946,350

Clients

409

15% high-net worth

Advisors

4

of 6 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

102

High

Average account size

$1,371,507

About

TMB Capital Partners advises a mix of individual and high-net-worth clients as well as trusts, estates, businesses, banks, corporations, charities and retirement plans. The firm provides discretionary investment management and broader wealth management services, including financial planning, retirement-plan advisory (3(21) and 3(38) services) and donor‑advised fund management through third‑party charitable platforms.

The firm’s investment process is based on fundamental analysis and a primarily long‑term orientation, implementing model portfolios composed mainly of ETFs, mutual funds and individual securities while also using bonds, options and alternative investments where appropriate. TMB Capital manages client accounts on a percentage‑of‑AUM basis, performs continuous monitoring and reports operating a wrap‑fee program that bundles “Covered Costs” for accounts held at Fidelity.

The ADV highlights a few features that distinguish the firm from many peers: it expressly lists banks and thrift institutions among its client types, reports $867,846,603 in discretionary assets under management overseen by a four‑advisor team (a level of AUM per advisor materially above typical team‑firm averages), and documents institutional relationships with Raymond James and Fidelity and participation in a wrap program. The brochure also discloses the firm’s use of derivatives and alternative investments and describes active management of donor‑advised fund assets and the possibility of borrowing in managed accounts, practices that are less common among similar team firms.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Wealth management Active portfolio management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Fee options

Percentage

$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.85% annually $2,000,001 - $3,500,000: 0.75% annually $3,500,001 - $5,000,000: 0.50% annually $5,000,001 - $10,000,000: 0.40% annually $10,000,001+: Negotiable

Other

Fee-only: Annual asset-based fees as described in fee tiers, no commissions or performance-based fees

Main office location

TMB Capital Partners, LLC

2226 Cottondale Ln, Ste 110

Little Rock AR 72202, United States

Number of offices

1

Most active in

Arkansas · Florida · Louisiana · Mississippi · Tennessee · Texas · Virginia

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

William M

Series 66

Little Rock, AR

TMB Capital Partners, LLC

William Mcmillan is a financial advisor at TMB Capital Partners, LLC with 25 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates, Inc. for 12 years. Outside of advising, he is a licensed insurance agent involved in insurance sales and implementation. TMB Capital Partners provides discretionary wealth management and financial planning services to individuals, high net worth clients, trusts, estates, businesses, and retirement plans. The firm uses a fundamental-analysis framework and primarily constructs portfolios using model portfolios of ETFs, mutual funds, and individual stocks, with discretionary management and access to institutional research and technology.

Wealth management Active portfolio management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy
user avatar

Benjamin B

Series 63, Series 66

Little Rock, AR

TMB Capital Partners, LLC

Benjamin Bailey is a financial advisor with TMB Capital Partners, LLC in Little Rock, AR, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He previously worked for Raymond James & Associates, Inc. for 12 years before joining TMB Capital Partners in 2025. Bailey is also a licensed insurance agent involved in insurance sales and implementation outside of investment advising. TMB Capital Partners provides discretionary wealth management, investment management, financial planning, retirement-plan advisory, and donor-advised fund management to individuals, high net worth clients, trusts, estates, businesses, and retirement plans. The firm primarily uses model portfolios composed of ETFs, mutual funds, and individual stocks, with additional use of bonds, options, and alternative investments to meet client objectives.

Wealth management Active portfolio management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy
user avatar

Zachary S

Series 63, Series 65

Little Rock, AR

TMB Capital Partners, LLC

Zachary Sokora is a financial advisor with TMB Capital Partners, LLC in Little Rock, Arkansas. He holds Series 63 and Series 65 licenses and has six years of industry experience, including prior roles at Raymond James, Stephens Inc., and BOK Financial Securities. Outside of advisory work, he is a licensed insurance agent. TMB Capital Partners provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high net worth clients, trusts, estates, businesses, and retirement plans. The firm uses model portfolios composed of ETFs, mutual funds, and individual securities, and manages over $834 million in discretionary assets.

Wealth management Active portfolio management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy
user avatar

Scott T

Series 63, Series 65

Little Rock, AR

TMB Capital Partners, LLC

Scott Tabor is a financial advisor with TMB Capital Partners, LLC in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Raymond James & Associates for 12 years before joining TMB Capital Partners in 2025. Outside of advising, he is a co-owner of a termite and pest business, a natural resource recycling company, and serves on the board of the Arkansas Game and Fish Foundation. TMB Capital Partners provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high net worth clients, trusts, estates, businesses, and retirement plans. The firm employs a fundamental-analysis framework with a long-term approach, constructing portfolios primarily through model portfolios consisting of ETFs, mutual funds, and individual stocks.

Wealth management Active portfolio management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy
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