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TCFG INVESTMENT ADVISORS, LLC
CRD 166606File 801-77596
APPROVED
Retail clients
Disclosure events
Filing as of Apr 29, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$639.4M
Above cohort median (national)
Discretionary AUM
$639.4M
Clients
2,334
2,171 accounts
Employees
27
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Feb 9, 2013
- Principal office
- 28202 CABOT RD, SUITE 300, LAGUNA NIGUEL, CA, 92677
- Phone
- 949-365-5830
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $639.4M
- Discretionary AUM
- $639.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,171
- Non-discretionary accounts
- 0
- Total accounts
- 2,171
- AUM per client
- $274K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 73 | $231.9M |
| Individuals (other than high net worth individuals) | 2,261 | $407.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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- Q11
- Q11C1
- Q11C2
- Q11C5
- Q11E1
- Q11E2
- Q11H1A
- Q11H1B
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.