TLC GROUP INVESTMENT ADVISORS, LLC

CRD 137814File 801-122544

APPROVED

Retail clients

Custody

Filing as of Mar 16, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$168.4M

Bottom 25% of cohort (national)

Discretionary AUM

$116.8M

Non-discretionary $51.6M

Clients

205

377 accounts

Employees

Bottom 25% of cohort in PA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: Oct 22, 2021
Principal office: 270 WALKER DRIVE, SUITE 201, STATE COLLEGE, PA, 16801
Phone: 814-231-2265
Website: HTTP://WWW.TLCGROUPADVISORS.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $168.4M
Discretionary AUM: $116.8M
Non-discretionary AUM: $51.6M
Discretionary accounts: 361
Non-discretionary accounts: 16
Total accounts: 377
AUM per client: $821K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$16
Charitable organizations	Fewer than 5	$736K
High net worth individuals	27	$63.7M
Pension and profit sharing plans	19	$55.8M
Individuals (other than high net worth individuals)	159	$48.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.