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President and Member · TFR Capital

Joshua R. Dunham

CRD 4701064 · Named on Form ADV at one SEC-registered adviser

At a glance

TFR Capital, an SEC-registered wealth manager based in Plano, TX with $403 million in regulatory assets, lists Joshua R. Dunham on its Form ADV as President and Member, a control person.

Firms and roles

  • TFR CapitalPresident and MemberWealth manager · Plano, TX · $403M in regulatory assets

AtlasMembers

Joshua’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Joshua’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.