TCFG INVESTMENT ADVISORS, LLC

CRD 166606 · SEC 801-77596

Visit website

28202 CABOT RD, SUITE 300, LAGUNA NIGUEL, CA, 92677, United States

Phone

949-365-5830

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$639.4M

Discretionary AUM

$639.4M

Team

27 total employees; 25 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges

Org form

Limited Liability Company

Filing date

2026-04-29

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)

Client types

Type	Clients	AUM
Individuals	2261	$407.5M
High net worth individuals	73	$231.9M

States served

VT, AL, AK, AZ, CA, CO, DE, DC, GA, ID, IL, IN, IA, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, SC, TN, UT, VA, WI, MO, WA, TX, NH, FL, SD

All web addresses on file

HTTPS://WWW.TCFGCOMPANIES.COM

Official SEC filing: View on IAPD