|
⚲
|
| TKG Advisors LLC
✚
|
|
|---|---|
| CRD # | 168156 |
| SEC # | 801-118738 |
| CIK # | 0001843275 |
| AUM | $308.0 M (2026-04-24) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 219-465-6924 |
| Address | 1111 Glendale Blvd Valparaiso, IN 46383 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Entergy Corp /DE/ | 6.9 | ||
| Nvidia Corp | 6.8 | ||
| Dow Inc | 6.5 | ||
| Citigroup Inc | 6.5 | ||
| Hartford Financial Services Group Inc/DE | 6.0 | ||
| American Express Co | 5.5 | ||
| Ingersoll-Rand PLC | 5.3 | ||
| Micron Technology Inc | 5.2 | ||
| Denali Holding Inc | 3.6 | ||
| Ciena Corp | 3.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 205 | 74.5 |
| (b) Individuals (high net worth individuals) | 116 | 204.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 3.4 |
| (h) Charitable organizations | 0 | 26.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 885 | 308.0 |
| By Discretionary | ||
| Discretionary | 885 | 308.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 885 | 308.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 308.0 | |
| Total | 885 | 308.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001843275] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Synergy Financial Partners LLC
✚
|
CO | 0.3 |
|
Finivi Inc
✚
|
MA | 0.3 |
|
Covington & Associates Inc
✚
|
NJ | 0.3 |
|
Broadway Wealth Solutions Inc
✚
|
TX | 0.3 |
|
AllSquare Wealth Management LLC
✚
|
NY | 0.3 |
|
Marathon Wealth Advisors LLC
✚
|
MA | 0.3 |
|
Generations Wealth LLC
✚
|
OH | 0.3 |
|
Holland Advisory Services Inc
✚
|
FL | 0.3 |
|
Dunbar Associates LLC
✚
|
CT | 0.3 |
|
Copley Investment Management LLC
✚
|
0.3 |