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| TCFG Investment Advisors LLC
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|---|---|
| CRD # | 166606 |
| SEC # | 801-77596 |
| CIK # | 0002121836 |
| AUM | 639.4 M (2026-04-29) |
| Employees | 27 (93% Investors, 81% Brokers) |
| Phone | 949-365-5830 |
| Address | 28202 Cabot Rd Laguna Niguel, CA 92677 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 16.8 | ||
| Nvidia Corp | 14.2 | ||
| Amazon Com Inc | 6.7 | ||
| Franco Nevada Corp | 6.6 | ||
| Advanced Micro Devices Inc | 5.6 | ||
| Micron Technology Inc | 4.2 | ||
| Microsoft Corp | 3.9 | ||
| Agnico Eagle Mines Ltd | 3.8 | ||
| Alphabet Inc | 3.6 | ||
| Visa Inc | 3.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,261 | 407.5 |
| (b) Individuals (high net worth individuals) | 73 | 231.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,171 | 639.4 |
| By Discretionary | ||
| Discretionary | 2,171 | 639.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,171 | 639.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 639.4 | |
| Total | 2,171 | 639.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002121836] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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