Tdc Capital Advisors, Inc.
- Regulatory AUM
- $178M
- Discretionary
- $0
- Clients
- 113
- Avg AUM / client
- $1.6M
- Accounts
- 217
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 61 | $27.8M | 15.6% |
| High net worth individuals | 38 | $129M | 72.6% |
| Charitable organizations | 2 | $1.2M | 0.68% |
| State or municipal government entities | 2 | $2.5M | 1.39% |
| Corporations and other businesses | 10 | $17.3M | 9.73% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ronnie Lynn Craig | President | Jun 2003 (23y) | 25% – 50% | |
| Leverkuhn, Dillard, Eugene | Shareholder | Jul 2005 (21y) | 10% – 25% | |
| James Matthew Larkin | Chief Compliance Officer/Shareholder | Aug 2008 (18y) | 25% – 50% | |
| Aubry John Taylor | Shareholder | Jan 2015 (12y) | 10% – 25% | |
| Kyle Andrew Cox | Registered representative | Dec 2023 (3y) | ||
| Isaac Scott Auvermann | Registered representative | Mar 2026 (0y) |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/10/2026 | 926 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $178M (100% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 10, 2026.
View current Form ADV (SEC/IAPD) ↗