Tyner Capital Management Investment Counsel, Inc. (Signal Mountain)


Tyner Capital Management Investment Counsel, Inc. is a large advisory firm based in Signal Mountain. It manages $131.39 million of regulatory assets for 64 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of North Carolina, Tennessee, and Texas.

Tyner Capital Management Investment Counsel provides portfolio management for individuals and small businesses and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Tyner Capital Management Investment Counsel: assets under management

The assets under management (AUM) of Tyner Capital Management Investment Counsel, Inc. is $131.39 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 175% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $131.39 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.05 million each.
Tyner Capital Management Investment Counsel has custody of $35.13 million in cash and securities for 12 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in non-exchange traded securities the most. They account for 71% of the total AUM. The second-largest asset type is exchange traded securities, which make up 10% of the firm’s portfolio. Investments in cash and cash equivalents form 8% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Tyner Capital Management Investment Counsel, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Paul Harrison Tyner serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Paul Harrison Tyner is high net worth individuals with 23 clients and $99.86 million of assets under management. Among the 10 most similar advisory firms, Tyner Capital Management Investment Counsel has the 3rd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $114.44 million for 57 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Tyner Capital Management Investment Counsel doesn't advise any private funds.

Careers at Tyner Capital Management Investment Counsel, Inc.

The company employs 2 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Paul Harrison Tyner has been acting as President since 1 Sep 1993. Paul H Tyner joined the executive team most recently as the President.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Paul Harrison Tyner President/chief compliance officer 1 Sep 1993 75% - 100% 4533502
Paul H Tyner President 1 Sep 1993 75% - 100% 4533502

Based in Signal Mountain

The principal office where Tyner Capital Management Investment Counsel, Inc. performs its advisory services is located at 318 James Boulevard, Signal Mountain, TN 37377 The mailing address of the firm is P. O. Box 369, Signal Mountain, TN 37377. An additional office of the firm is in Chattanooga, TN. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 423-886-2625 or by fax 423-886-7766. The normal business hours are 8:00am to 5:00pm on Monday - Friday.