|
⚲
|
| TCP Asset Management LLC
✚
|
|
|---|---|
| CRD # | 286037 |
| SEC # | 801-108836 |
| CIK # | 0001961898 |
| AUM | $822.1 M (2025-07-15) |
| Employees | 34 (53% Investors, 74% Brokers) |
| Phone | 614-761-9378 |
| Address | 5000 Horizons Drive Upper Arlington, OH 43220 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Sprott Physical Gold Trust | 14.5 | ||
| Apple Inc | 1.8 | ||
| Nvidia Corp | 1.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,675 | 599.8 |
| (b) Individuals (high net worth individuals) | 84 | 208.8 |
| (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 | 1 | 13.4 |
| (n) Other | 0 | 0.0 |
| Total | 3,930 | 822.1 |
| By Discretionary | ||
| Discretionary | 3,828 | 781.1 |
| Non-Discretionary | 102 | 41.1 |
| Total | 3,930 | 822.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 822.1 | |
| Total | 3,930 | 822.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001961898] |
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|---|---|---|
|
Summit Wealth & Retirement Planning Inc
✚
|
CA | 0.8 |
|
Brickley Wealth Management
✚
|
CA | 0.8 |
|
Milestone Investment Advisors LLC
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WI | 0.8 |
|
Leonard Rickey Investment Advisors PLLC
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WA | 0.8 |
|
Meg Green & Associates Inc
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|
FL | 0.8 |
|
Riverbend Capital Advisors LLC
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|
IL | 0.8 |
|
William Mack & Associates Inc
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|
MI | 0.8 |
|
Lebenthal Global Advisors LLC
✚
|
NY | 0.8 |
|
Delap Wealth Advisory LLC
✚
|
OR | 0.8 |
|
PYA Waltman Capital LLC
✚
|
TN | 0.8 |