Tnb Financial Services, Inc. (Thomasville)

Name: Tnb Financial Services, Inc.
Address: 325 North Broad Street, Thomasville, GA, 31792
Telephone: 229-226-4715

Tnb Financial Services, Inc. is a large advisory firm based in Thomasville. It manages $217.99 million of regulatory assets for 253 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Florida and Georgia.

Tnb Financial Services provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Tnb Financial Services: assets under management

The assets under management (AUM) of Tnb Financial Services, Inc. is $217.99 million. The firm's AUM has gone down by -10% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $169.05 million in discretionary accounts and $48.94 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $754.68 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.69 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tnb Financial Services, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Tnb Financial Services, Inc.

Stephen Harmon Cheney has been acting as President since 1 Feb 2003. John Mark Parker has served as the Chief Investment Officer since 1 Jan 2004. Bryan Fitzhugh Knox joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Thomasville Bancshares	Shareholder	1 Jul 2002	75% - 100%	58-2175800
Stephen Harmon Cheney	Director	1 Feb 2003	Other	4649869
Richard Lewis Singletary	Director	1 Feb 2003	Other	4649883
Charity Nixon Knifer	Chief operations officer	1 Feb 2003	Other	4650304
Joseph Leroy Parker	Investment officer	1 Jan 2004	Other	4358704
John Mark Parker	Chief investment officer	1 Jan 2004	Other	2820730
Joel Wolfe Barrett	Director, ceo, president	1 Jan 2004	Other	2647406
Charles Hubert Hodges	Director, treasurer	1 Jan 2004	Other	4781424
Diane Williams Parker	Director, secretary	1 Jan 2004	Other	4781457
Phillip Hoyed Davis	Director, sr vice president	1 Jan 2004	Other	2850834
Cochran Albert Scott	Director	1 Jan 2004	Other	4781495
Charles Wilson Mckinnon	Director	1 Jan 2004	Other	4781496
Warren Bicknell	Director, chairman	1 Jan 2004	Other	4781521
Karen Singletary Leabo	Director	1 Jan 2004	Other	4781878
Charles W Mckinnon	Director	1 Jan 2004	Other	4781496
Susan Jenkins Hall	Chief compliance officer	1 Jul 2004	Other	4822169
Bryan Fitzhugh Knox	Director	1 Feb 2005	Other	4921973

Based in Thomasville

The principal office where Tnb Financial Services, Inc. performs its advisory services is located at 325 North Broad Street, Thomasville, GA 31792 The mailing address of the firm is Post Office Box 1934, Thomasville, GA 31799 1934. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 229-226-4715 or by fax 229-226-4760. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.josephparkerco.com.