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Tkg Advisors, LLC

● SEC registered since 2020CRD 168156SEC# 801-118738Valparaiso, IN
Export (members)
Reg. AUM
$272.1M
Employees
8
Accounts
862
Location
Valparaiso, IN

Tkg Advisors, LLC assets under management

Tkg Advisors, LLC is an SEC-registered investment adviser based in Valparaiso, IN. The firm has been registered since 2020. It reports $272.1 million in regulatory assets under management and employs 8 people.

Tkg Advisors, LLC owners & executives

5 reported
NameTitleOwnershipSince
Megan May Myers ControlChief Operations OfficerUnder 5%2021
Sarah Elizabeth Kotys ControlChief Financial OfficerUnder 5%2014
Wesley M. Kotys Revocable Trust Dated April 5, 2023 ControlOwnerOver 75%2023
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Frequently asked questions

How much does Tkg Advisors, LLC manage?

Tkg Advisors, LLC reports $272.1 million in regulatory assets under management on its Form ADV.

How many employees does Tkg Advisors, LLC have?

Tkg Advisors, LLC reports 8 employees.

Where is Tkg Advisors, LLC located?

Tkg Advisors, LLC is based in Valparaiso, IN and has been SEC-registered since 2020.

Does Tkg Advisors, LLC disclose fund performance?

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

Contact & registration

Address1111 Glendale Blvd, Suite 105, Valparaiso, IN 46383
Phone219-465-6924
Fax219-465-6589
Office hours8:30 - 4:00 M-Th, 8:30-12 On Friday
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$272.1M
Non-discretionary$0
Total (RAUM)$272.1M