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Tms Capital Management Ltd. (Houston)


Tms Capital Management Ltd. is a mid-sized advisory firm based in Houston. It manages $28.35 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Texas.

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Tms Capital Management provides portfolio management for pooled investment vehicles and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Tms Capital Management: assets under management

The assets under management (AUM) of Tms Capital Management Ltd. is $28.35 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -31% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $28.35 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $14.18 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tms Capital Management Ltd. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Susan Bea Wilkinson Vice president 1 Jan 1993 50% - 75% 2788659
Susan Wilkinson Vice president 1 Jan 1993 50% - 75% 2788659

Based in Houston

The principal office where Tms Capital Management Ltd. performs its advisory services is located at 9575 Katy Freeway, Houston, TX 77024, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 713-467-2300 or by fax 713-467-2338. The normal business hours are 8:00 am - 4:00 pm on Monday - Friday. You can find more information about the New York firm at tmstrade.com.


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