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Tcfg Investment Advisors, LLC

● SEC registered since 2013CRD 166606SEC# 801-77596Laguna Niguel, CA
Export (members)
Reg. AUM
$575.1M
Employees
27
Accounts
2,344
Location
Laguna Niguel, CA

Tcfg Investment Advisors, LLC assets under management

Tcfg Investment Advisors, LLC operates as an SEC-registered investment adviser based in Laguna Niguel, CA. The firm has been registered since 2013. It reports $575.1 million in regulatory assets under management and employs 27 people.
www.tcfgcompanies.comView on SEC.gov ↗

Tcfg Investment Advisors, LLC owners & executives

4 reported
NameTitleOwnershipSince
Certus Financial Group, LLC ControlManaging MemberOver 75%2013
Deetra Marie Tesla ControlChief Compliance OfficerUnder 5%2023
Richard James Roberts ControlPresidentUnder 5%2013
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Frequently asked questions

How much does Tcfg Investment Advisors, LLC manage?

Tcfg Investment Advisors, LLC reports $575.1 million in regulatory assets under management on its Form ADV.

How many employees does Tcfg Investment Advisors, LLC have?

Tcfg Investment Advisors, LLC reports 27 employees.

Where is Tcfg Investment Advisors, LLC located?

Tcfg Investment Advisors, LLC is based in Laguna Niguel, CA and has been SEC-registered since 2013.

Does Tcfg Investment Advisors, LLC disclose fund performance?

Tcfg Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address28202 Cabot Rd, Suite 300, Laguna Niguel, CA 92677
Phone949-365-5830
Office hours8:00a.m.-5:00p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyYes

Assets under management

Discretionary$575.1M
Non-discretionary$0
Total (RAUM)$575.1M