Overview
Assets Under Management: $168 million
Headquarters: STATE COLLEGE, PA
High-Net-Worth Clients: 27
Average Client Assets: $2.4 million
Frequently Asked Questions
TLC GROUP 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 #137814), TLC GROUP INVESTMENT ADVISORS, LLC is subject to fiduciary duty under federal law.
TLC GROUP INVESTMENT ADVISORS, LLC is headquartered in STATE COLLEGE, PA.
TLC GROUP INVESTMENT ADVISORS, LLC serves 27 high-net-worth clients according to their SEC filing dated March 16, 2026. View client details ↓
According to their SEC Form ADV, TLC GROUP INVESTMENT ADVISORS, LLC offers portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
TLC GROUP INVESTMENT ADVISORS, LLC manages $168 million in client assets according to their SEC filing dated March 16, 2026.
According to their SEC Form ADV, TLC GROUP INVESTMENT ADVISORS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 27
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 37.84%
Average Client Assets: $2.4 million
Total Client Accounts: 377
Discretionary Accounts: 361
Non-Discretionary Accounts: 16
Regulatory Filings
CRD Number: 137814
Filing ID: 2068225
Last Filing Date: 2026-03-16 13:20:49