TCFG Investment Advisors LLC

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Assets, Funds, Holdings

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TCFG Investment Advisors LLC
CRD #166606
SEC #801-77596
CIK #
AUM $506.8 MM (2024-06-03)
Employees 25 (96% Investors, 88% Brokers)
Phone949-365-5830
Address28202 Cabot Rd
Laguna Niguel, CA 92677
Source [IAPD] [Website]
Total AUM ($MM)
60048036024012002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 2,510 494.0
(b) Individuals (high net worth individuals) 2 3.1
(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 16 9.7
(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 2,441 506.8
By Discretionary
Discretionary 2,441 506.8
Non-Discretionary 0 0.0
Total 2,441 506.8
By Non-United States Persons
Non-United States Persons 0.4
United States Persons 506.4
Total 2,441 506.8
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MA 0.5
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Blue Fin Capital Inc
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Raab & Moskowitz Asset Management LLC
NJ 0.5
Neumann Capital Management LLC
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ACT Two Investors LLC
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Dash Acquisitions Inc
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West Advisors Incorporated
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