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TSG ADVICE PARTNERS, LLC
CRD 305999 · SEC 801-117566
4449 EASTON WAY, SUITE 200, COLUMBUS, OH, 43219, United States
Phone
(614) 697-2750
Fax
614-697-2755
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$866.5M
Discretionary AUM
$866.5M
Team
16 total employees; 12 advisory reps; 58 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 874 | $304.5M |
| High net worth individuals | 278 | $551.2M |
| Charitable organizations | 5 | $9.5M |
States served
AZ, CA, GA, IL, IN, LA, MD, MA, NY, NC, OH, PA, SC, TN, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD