Bryan A. Leinart

TFR CAPITAL

Plano, TX 75024

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CRD#: 5593154

Professional summary

Bryan Alan Leinart, who also goes by Bryan Leinart, is a registered financial advisor currently at TFR CAPITAL located in Plano, Texas.

Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Bryan has worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bryan Leinart

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

CAMBRIDGE ADVISORS, INC - DIRECTOR - CONSULTING; SELF EMPL INS AGENT SELLING LIFE, HEALTH & DISABILITY INSURANCE; JOHN HANCOCK - 401K ADVISOR - REVIEW 401K - INVEST RELATED, REVIEW FUNDS & SUPPORT PARTICIPANTS; ADP Retirement Services - named as Advisor on 401K; ADVISORS RESOURCE NETWORK - SALE & SERVICE OF LIFE INSURANCE;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Alan Leinart's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 11, 2024 - Present

TFR CAPITAL

Office #1: 5550 Granite Parkway #170, Plano, TX 75024

RIA

CRD#: 333108

Plano, TX

Past

May 9, 2023 - December 31, 2024

SCF INVESTMENT ADVISORS, INC.

RIA

CRD#: 123608

Plano, TX

Past

September 29, 2020 - May 10, 2023

HERITAGE WEALTH MANAGEMENT, LLC

RIA

CRD#: 287909

Plano, TX

Past

August 7, 2014 - October 8, 2020

SCF INVESTMENT ADVISORS, INC.

RIA

CRD#: 123608

Plano, TX

Past

September 8, 2008 - August 19, 2014

TFR ADVISORS LLP

RIA

CRD#: 119755

PLANO, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TFR CAPITAL

TFR CAPITAL | TFR CAPITAL, LLC

CRD#: 333108 / SEC#: 801-131226

RIA

Registered Investment Advisory firm - (9/30/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(12/11/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/31/2008

Uniform Investment Adviser Law Examination

Current Firm

TFR CAPITAL

TFR CAPITAL | TFR CAPITAL, LLC

CRD#: 333108 / SEC#: 801-131226

RIA

Registered Investment Advisory firm - (9/30/2024 Approved)

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Contact information

Main Address

5801 Tennyson Pkwy Suite 150, Plano, TX 75024

Mailing Address

Phone number

(800) 765-0397

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TFR CAPITAL ADV PART 2A NOV 2024 (3/28/2025)

Regulatory assets under management

Total Number of Accounts	644
AUM (Assets Under Management)	$ 327,600,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Bryan A. Leinart

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Alan Leinart's CRS (Customer Relationship Summary).

Certified licenses

Experience

TFR CAPITAL

SCF INVESTMENT ADVISORS, INC.

HERITAGE WEALTH MANAGEMENT, LLC

SCF INVESTMENT ADVISORS, INC.

TFR ADVISORS LLP

Primary Firm SEC Registration

TFR CAPITAL

State Registrations and Notice Filings

Exams

Series 65

Date: 7/31/2008

Current Firm

TFR CAPITAL

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TFR CAPITAL

TRUST BUT VERIFY

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