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 based in Memphis, Tennessee, working with Td Capital Management LLC. James has previously held positions at J. Michael Dehority, Cpa, Td Capital Management, and Dearborn Capital Markets. James has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Tennessee. Currently, James is part of Td Capital Management LLC, which operates out of Memphis, Tennessee. The firm has 13 employees and manages assets totaling $971.0 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Td Capital Management LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66

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

$970,984,030

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

13

TN Average: 15
Total Number of Accounts

416

TN Average: 968
Average Account Size

$2,334,096

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

2018 - Present (6 years)

Td Capital Management

1986 - Present (38 years)

J. Michael Dehority, Cpa

2016 - 2017 (1 year)

Dearborn Capital Markets

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 6/19/2024. 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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