Investment adviser · CRD 166606
TCFG INVESTMENT ADVISORS, LLC
Investment adviser filing (IA)
LAGUNA NIGUEL, CA, United States · Form ADV filed Sep 28, 2026
- Regulatory AUM
- $639M Form ADV · Item 5.F
- Client accounts
- 2,171 Accounts, not individual clients
- Employees
- 27 Reported in this filing
- Advisory professionals
- 25 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 2,261 | $407,508,505 | 63.7% |
| High-net-worth individuals | 73 | $231,903,317 | 36.3% |
Filing source
Form ADV 2132518 · Sep 28, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 28, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly
Principal office
28202 CABOT RD, SUITE 300LAGUNA NIGUEL, CA, 92677, United States
CRD 166606
Filing source
Form ADV 2132518 · Sep 28, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.