The TCFG INVESTMENT ADVISORS, LLC is a privately held investment adviser that advises $639.41mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. TCFG INVESTMENT ADVISORS, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 39.1% over the last 5-years.
The Group has been registered with the SEC for 13.48 years and is comprised of 1 filing and 0 relying advisers. They operate out of 16 office locations with their Headquarters at 28202 CABOT RD SUITE 300, LAGUNA NIGUEL, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 27 employees comprised of 25 investment and 2 non-investment staff. The total number of Employees decreased by 10% over the last 5-years.
Their $639.41mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Individuals clients own $407.51mn or 63.73% of Total Assets and High Net Worth Individuals own $231.9mn or 36.27% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 2 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
TCFG INVESTMENT ADVISORS, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.