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TCP ASSET MANAGEMENT

Business and Investment Profile

The TCP ASSET MANAGEMENT is a privately held investment adviser that advises $1.18Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. TCP ASSET MANAGEMENT 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 273.55% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 9.58 years and is comprised of 1 filing and 0 relying advisers. They operate out of 11 office locations with their Headquarters at 5000 HORIZONS DRIVE, UPPER ARLINGTON, OHIO. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 43 employees comprised of 21 investment and 22 non-investment staff. The total number of Employees increased by 65.38% over the last 5-years.

Asset Profile

Their $1.18Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Individuals clients own $617.67mn or 52.22% of Total Assets and High Net Worth Individuals own $565.04mn or 47.78% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include , representing of total assets, respectively.

Client Profile

They advise 2 types of clients, top clients are Individuals and High Net Worth Individuals.

Service Provider Profile

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.

Fee Profile

The Group discloses fixed fees and management fees.

Sub-Advisers

TCP ASSET MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: TCP ASSET MANAGEMENT

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Keywords: TCP Asset Management, TCP
Generated 2026-09-12T06:49:20.6734137.  © 2026 Convergence.