Tcfg Investment Advisors, LLC
Tcfg Investment Advisors, LLC is an SEC-registered mass-market adviser in Laguna Niguel, CA with $639.4M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Tcfg Investment Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 166606, SEC 801-77596, data through 2026-04-29.
- AUM (assets under management / regulatory AUM)
- $639.4M (2026-04-29)
- Firm type
- Mass-Market Adviser
- Location
- Laguna Niguel, CA
- Employees
- 27
- Clients
- 2,334
- CRD
- 166606
- Ownership
- CERTUS FINANCIAL GROUP, LLC; ROBERTS, RICHARD, JAMES; WOLF, THOMAS, JOHN; Tesla, Deetra, Marie; SWEET, TODD, ALAN
How much AUM does Tcfg Investment Advisors, LLC have?
Tcfg Investment Advisors, LLC reported $639.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-29).
Who owns Tcfg Investment Advisors, LLC?
Disclosed owners and executives of Tcfg Investment Advisors, LLC include CERTUS FINANCIAL GROUP, LLC, ROBERTS, RICHARD, JAMES, WOLF, THOMAS, JOHN, Tesla, Deetra, Marie, SWEET, TODD, ALAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.