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TSFG, LLC
CRD 172555File 801-99339
APPROVED
Retail clients
Custody
Filing as of Aug 12, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$642.8M
Above cohort median (national)
Discretionary AUM
$642.8M
Clients
864
1,718 accounts
Employees
9
Above cohort median in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jun 3, 2015
- Principal office
- 1052 N WESTERN AVENUE, LAKE FOREST, IL, 60045
- Phone
- 847-735-7100
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $642.8M
- Discretionary AUM
- $642.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,718
- Non-discretionary accounts
- 0
- Total accounts
- 1,718
- AUM per client
- $744K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $409K |
| Charitable organizations | Fewer than 5 | $1.3M |
| High net worth individuals | 207 | $392.8M |
| Individuals (other than high net worth individuals) | 654 | $248.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Aum | 997218360 | 642831006 |
| Aug 17, 2026 | Clients | 1342 | 864 |
| Aug 17, 2026 | Accounts | 2846 | 1718 |
| Aug 17, 2026 | Employees | 12 | 9 |
| 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.