Overview
Assets Under Management: $575 million
Headquarters: LAGUNA NIGUEL, CA
High-Net-Worth Clients: 45
Average Client Assets: $2 million
Frequently Asked Questions
TCFG INVESTMENT ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #166606), TCFG INVESTMENT ADVISORS, LLC is subject to fiduciary duty under federal law.
TCFG INVESTMENT ADVISORS, LLC is headquartered in LAGUNA NIGUEL, CA.
TCFG INVESTMENT ADVISORS, LLC serves 45 high-net-worth clients according to their SEC filing dated March 31, 2025. View client details ↓
According to their SEC Form ADV, TCFG INVESTMENT ADVISORS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
TCFG INVESTMENT ADVISORS, LLC manages $575 million in client assets according to their SEC filing dated March 31, 2025.
According to their SEC Form ADV, TCFG INVESTMENT ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 45
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 11.74
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,344
Discretionary Accounts: 2,344
Regulatory Filings
CRD Number: 166606
Filing ID: 1968321
Last Filing Date: 2025-03-31 08:39:00
Website: https://tcfgwealth.com