James
Dehority

Td Capital Management LLC

CRD#2245401
Investment Advisor
in Memphis, TN

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About this Advisor

James Dehority is a financial advisor working out of Memphis, Tennessee with a total of 5 years of relevant experience. Dehority is an advisor for Td Capital Management LLC. Throughout their career, Dehority has worked at Southwest Securities Inc, Td Capital Management, Dearborn Capital Markets and J. Michael Dehority, Cpa. Dehority has Series 63 and Series 66 licenses, certifying them as a securities agent, and is able to operate in Tennessee. Td Capital Management LLC is a company that has its headquarters in Memphis, TN. It manages $846 million in assets between its 404 customer accounts, making it one of the bigger investment advisory firms in the United States by assets under management. The firm provides financial advisory services to four charitable organizations. Of its 404 accounts, 47% are associated with high-net-worth investors who have more than $1 million in assets. The advisory firm offers a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial management usually depend on which services the firm provides the client. Fee types charged by Td Capital Management LLC likely are comprised of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

5100 Poplar Avenue
Memphis, TN 38137

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Td Capital Management LLC Brokerage Details

Total Assets Under Management

$845,744,960

TN Average: $730,596,643
Total Number of Employees

13

TN Average: 15
Total Number of Accounts

404

TN Average: 968
Average Account Size

$2,093,428

TN Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

James Dehority Work History

James has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Td Capital Management

1986 - Present (38 years)

J. Michael Dehority, Cpa

2016 - 2017 (1 year)

Dearborn Capital Markets

2013 - 2014 (1 year)

Southwest Securities Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of James Dehority to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Td Capital Management LLC

Nimrod Thompson
Memphis, TN
Jere Sights
Memphis, TN
Charles Foster
Memphis, TN
Christopher Lacy
Memphis, TN
Jay Mcdonald
Memphis, TN
Colin Prince
Memphis, TN
John Harrell
Memphis, TN
Nimrod Thompson
Memphis, TN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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