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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

TFR CAPITAL

TFR CAPITAL, LLC, CRD 333108

PLANO, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5d223271-a3cf-5f82-a202-167fd65c5e7c

Data as of Jul 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 3
On other graphs: 0
Observed: Aug 30, 2024 to Jul 27, 2026
7 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.97 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $403MItem 5.F on the latest filing (2026-07-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $403M
Private client RAUM: $391MderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $80.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 9
Advisory employees: 5
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 839
Individual clients: 180
High net worth clients: 80
Custody, client assets: $70.6M
SEC number: 801-131226
CIK: 2059325
CRD: 333108
Filings on the tape: 7
First filed: Aug 30, 2024
Latest filed: Jul 27, 2026
Organised: Limited Liability Company, TX
Website: tfr-inc.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Stephanie Elaine Williams	Chartered Financial Analyst	PLANO, TX	1	26	3	no
JOSHUA RYAN DUNHAM	n/a	PLANO, TX	1	22	6	no
Michael David Crawford	n/a	PLANO, TX	1	10	1	no
BOBBY GLENN JAMES	n/a	PLANO, TX	1	41	7	no
BRYAN ALAN LEINART	n/a	PLANO, TX \| Plano, TX	1	18	4	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Dunham, Jennie, Hughes	Owner	D	yes	08/2024	Aug 30, 2024	Nov 12, 2024
DUNHAM, JOSHUA, RYAN	Owner	D	yes	08/2024	Aug 30, 2024	Nov 12, 2024
DUNHAM, JOSHUA, RYAN	PRESIDENT AND MEMBER	E	yes	08/2024	Aug 30, 2024	Nov 12, 2024
JD FINCO, INC.	Manager	Na	yes	08/2024	Aug 30, 2024	Nov 12, 2024
GOFORTH, SONIA, ANN	CHIEF COMPLIANCE OFFICER	Na	no	11/2024	Nov 12, 2024	Nov 12, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 2 of 4

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 20, 2026	$403M	$403M	9	5	1	n/a	n/a
2024	Mar 28, 2025	$328M	$328M	9	5	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	20.0%	0	0	0	5	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$403M	$328M	23.1%	n/a	n/a	9	9	1	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
SCF INVESTMENT ADVISORS, INC.	5	Dec 31, 2024	Dec 11, 2024	PLANO, TX	Team lift out	Ibd to new firm	8.1%

Relationships

Registered with (6)

← BRYAN ALAN LEINARTAdvisorregistration: current employment
Dec 11, 2024 to presentfactForm ADV
← BOBBY GLENN JAMESAdvisorregistration: current employment
Nov 15, 2024 to presentfactForm ADV
← Stephanie Elaine WilliamsAdvisorregistration: current employment
Nov 12, 2024 to presentfactForm ADV
← JOSHUA RYAN DUNHAMAdvisorregistration: current employment
Nov 12, 2024 to presentfactForm ADV
← Michael David CrawfordAdvisorregistration: current employment
Nov 12, 2024 to presentfactForm ADV
← Michael Lee DemingsAdvisorregistration: previous registration
Sep 18, 2025 to Jun 16, 2026factForm ADV

Moved with (1)

← SCF INVESTMENT ADVISORS, INC.Registered adviser5 advisors, team lift out
Dec 31, 2024 to Dec 11, 2024factForm ADV

Owns (1)

← GOFORTH, SONIA, ANNOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Nov 12, 2024 to Nov 12, 2024factForm ADV

Controls (3)

← DUNHAM, JOSHUA, RYANOwnerOWNER, ownership code D, individual
Aug 30, 2024 to Nov 12, 2024factForm ADV
← Dunham, Jennie, HughesOwnerOWNER, ownership code D, individual
Aug 30, 2024 to Nov 12, 2024factForm ADV
← JD FINCO, INC.OwnerMANAGER, ownership code NA, domestic entity
Aug 30, 2024 to Nov 12, 2024factForm ADV

Dated events

Occurred
Jun 16, 2026
Advisor changed firm
Michael Lee Demings left Tfr Capital for Gds Wealth Management (registered 2026-07-17)
Form ADVobserved 5 days ago
Occurred
Dec 31, 2024
Team lift-out
5 advisors left Scf Investment Advisors, Inc. (Plano, TX) for Tfr Capital within 2 days
Form ADVobserved 5 days ago
5 advisors
Occurred
Aug 30, 2024
First Form ADV filing
Tfr Capital filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5d223271-a3cf-5f82-a202-167fd65c5e7c
First observed: Aug 30, 2024
Last observed: Jul 27, 2026 55 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

TFR CAPITAL

TFR CAPITAL, LLC, CRD 333108

PLANO, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5d223271-a3cf-5f82-a202-167fd65c5e7c

Data as of Jul 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:59 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Stephanie Elaine Williams

Chartered Financial Analyst

PLANO, TX

JOSHUA RYAN DUNHAM

n/a

PLANO, TX

Michael David Crawford

n/a

PLANO, TX

BOBBY GLENN JAMES

n/a

PLANO, TX

BRYAN ALAN LEINART

n/a

PLANO, TX | Plano, TX

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Dunham, Jennie, Hughes

Owner

yes

08/2024

Aug 30, 2024

Nov 12, 2024

DUNHAM, JOSHUA, RYAN

Owner

yes

08/2024

Aug 30, 2024

Nov 12, 2024

DUNHAM, JOSHUA, RYAN

PRESIDENT AND MEMBER

yes

08/2024

Aug 30, 2024

Nov 12, 2024

JD FINCO, INC.

Manager

yes

08/2024

Aug 30, 2024

Nov 12, 2024

GOFORTH, SONIA, ANN

CHIEF COMPLIANCE OFFICER

11/2024

Nov 12, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 20, 2026

$403M

n/a

2024

Mar 28, 2025

$328M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

20.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$403M

$328M

23.1%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

SCF INVESTMENT ADVISORS, INC.

Dec 31, 2024

Dec 11, 2024

PLANO, TX

Team lift out

Ibd to new firm

8.1%