Jay McDonald
TD Capital Management · Memphis, Tennessee
Jay McDonald is a fee-only financial advisor at TD Capital Management in Memphis, Tennessee. TD Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | TD Capital Management |
|---|---|
| Based in | Memphis, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.24B across 251 accounts |
| SEC registration | Investment adviser representative in TN · CRD 6085994 |
| Exams passed | Series 65 (2012) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.tdcapitalmanagement.com |
| Profile |
How Jay's firm compares
- TD Capital Management's average account is about $5.0 million, from its Form ADV (assets managed divided by 251 accounts).
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Questions about Jay
Is Jay McDonald a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jay holds no broker registration, and TD Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jay charge for financial advice?
Jay's firm, TD Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jay McDonald based?
Jay McDonald is based in Memphis, Tennessee.
Is Jay McDonald registered with the SEC?
Yes. Jay McDonald is registered as an investment adviser representative in TN (CRD 6085994), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does TD Capital Management manage?
TD Capital Management reports $1.24B across 251 accounts in assets under management.
How do I contact Jay McDonald?
Through Jay's website, www.tdcapitalmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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