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| TKG Advisors LLC
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| |
|---|---|
| CRD # | 168156 |
| SEC # | 801-118738 |
| CIK # | 0001843275 |
| AUM | $223.4 MM (2024-06-10) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 219-465-6924 |
| Address | 1111 Glendale Blvd Valparaiso, IN 46383 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| GOOG | 1,482,566.4 | 4.9 | |
| LRCX | 60,793.2 | 4.8 | |
| NVDA | 399,550.0 | 4.6 | |
| CEG | 18,974.7 | 4.3 | |
| TT | 30,146.9 | 4.1 | |
| COF | 42,653.9 | 4.0 | |
| AVGO | 201,282.9 | 3.8 | |
| WMB | 38,659.7 | 2.5 | |
| CVX | 294,604.1 | 2.4 | |
| GD | 61,231.2 | 2.3 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 152 | 41.5 |
| (b) Individuals (high net worth individuals) | 117 | 162.0 |
| (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 | 2.7 |
| (h) Charitable organizations | 0 | 16.9 |
| (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 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 727 | 223.4 |
| By Discretionary | ||
| Discretionary | 727 | 223.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 727 | 223.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 223.4 | |
| Total | 727 | 223.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001843275] |
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