Welcome To Our Website
Thank you for your interest in TD Capital Management, and welcome to our website. Currently in our eighteenth year of providing investment and portfolio service to our many and varied clients, our experience runs even longer and deeper as our founders' CPA experience spans more years than we care to admit.
Our managing member, N.Gordon Thompson, and our chief investment officer, Douglas Smith, are both Certified Public Accountants (CPA) as well as AICPA accredited Personal Financial Specialists (PFS). Our portfolio manager, John Harrell, is a Certified Financial Planner (CFP®) and an Accredited Asset Management Specialist (AAMS). We combine these certifications and specializations with many years' experience and our very able staff to provide comprehensive investment management services for our clients. We coordinate our clients' overall goals and objectives, working closely with their other financial advisors.
Thank you for visiting our website. Call or come see us when you can.
Douglas Smith, CPA/PFS N. Gordon Thompson, CPA/PFS
Chief Investment Officer Managing Member
Peggy Campbell John Harrell, CFP®, AAMS
Director, Client Services Director, Portfolio Services & Research
TD Capital Management LLC, an investment advisory firm based in Memphis, TN, is dedicated to providing personal, comprehensive investment services to individuals and families, pension and profit sharing plans, endowment funds, trusts, estates, and charitable organizations. At TD Capital Management LLC, we tend to our diverse clientele as trusted financial advisors, currently managing approximately $460 million in assets for numbers of individuals and institutions.