Investment adviser · CRD 137814
TLC GROUP INVESTMENT ADVISORS, LLC
Investment adviser filing (IA)
STATE COLLEGE, PA, United States · Form ADV filed Mar 16, 2026
- Regulatory AUM
- $168M Form ADV · Item 5.F
- Client accounts
- 377 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 2 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 |
|---|---|---|---|
| High-net-worth individuals | 27 | $63,711,744 | 37.8% |
| Retirement plans | 19 | $55,848,274 | 33.2% |
| Individuals | 159 | $48,056,899 | 28.5% |
| Charities | Fewer than 5 | $735,596 | 0.4% |
| Corporations & businesses | Fewer than 5 | $16 | 0.0% |
Filing source
Form ADV 2068225 · Mar 16, 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: Mar 16, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets
Principal office
270 WALKER DRIVE, SUITE 201STATE COLLEGE, PA, 16801, United States
CRD 137814
Filing source
Form ADV 2068225 · Mar 16, 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.