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| TCI Wealth Advisors Inc
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|---|---|
| CRD # | 107373 |
| SEC # | 801-37083 |
| CIK # | 0001583751 |
| AUM | 5,368.1 M (2026-04-22) |
| Employees | 72 (62% Investors, 0% Brokers) |
| Phone | 520-733-1477 |
| Address | 4011 East Sunrise Drive Tucson, AZ 85718 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 31.7 | ||
| Microsoft Corp | 11.3 | ||
| Caterpillar Inc | 10.6 | ||
| Johnson & Johnson | 9.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,899 | 0.8 |
| (b) Individuals (high net worth individuals) | 1,290 | 4.3 |
| (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 | 49 | 0.1 |
| (h) Charitable organizations | 8 | 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 | 22 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 11,863 | 5.4 |
| By Discretionary | ||
| Discretionary | 11,856 | 5.3 |
| Non-Discretionary | 7 | 0.0 |
| Total | 11,863 | 5.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.4 | |
| Total | 11,863 | 5.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001583751] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.5B |
| Clients | 19 (1 non-US) |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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IL | 5,504.1 M |
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Waldron Private Wealth LLC
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PA | 5,497.7 M |
|
Larson Financial Group LLC
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MO | 5,481.8 M |
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Calamos Wealth Management LLC
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IL | 5,475.1 M |
|
Frost Investment Advisors LLC
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TX | 5,361.5 M |
|
David Vaughan Investments LLC
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IL | 5,331.4 M |
|
Janney Capital Management LLC
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|
PA | 5,305.7 M |
|
Rehmann Capital Advisory Group LLC
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|
MI | 5,271.2 M |
|
Venture Visionary Partners LLC
✚
|
OH | 5,242.2 M |
|
Stockman Wealth Management Inc
✚
|
MT | 5,236.0 M |