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TSG ADVICE PARTNERS, LLC
CRD 305999File 801-117566
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$866.5M
Above cohort median (national)
Discretionary AUM
$866.5M
Clients
1,157
3,609 accounts
Employees
16
Above cohort median in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Oct 29, 2019
- Principal office
- 4449 EASTON WAY, SUITE 200, COLUMBUS, OH, 43219
- Phone
- (614) 697-2750
- Website
- https://www.tsgadvice.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $866.5M
- Discretionary AUM
- $866.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3,609
- Non-discretionary accounts
- 0
- Total accounts
- 3,609
- AUM per client
- $749K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1.3M |
| Charitable organizations | 5 | $9.5M |
| High net worth individuals | 278 | $551.2M |
| Individuals (other than high net worth individuals) | 874 | $304.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- 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
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 17 | 16 | decreased by1 |
| Apr 1, 2026 | Clients | 1,070 | 1,157 | increased by87 |
| Apr 1, 2026 | AUM | $762,215,226 | $866,510,470 | increased by$104,295,244 |
| Apr 1, 2026 | Accounts | 3,410 | 3,609 | increased by199 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 12 | 17 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 908 | 1,070 | increased by162 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $501,326,423 | $762,215,226 | increased by$260,888,803 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3,167 | 3,410 | increased by243 |
| Apr 1, 2022 | Employees | 8 | 12 | increased by4 |
| Apr 1, 2022 | Custody | No | Yes | |
| Apr 1, 2022 | Clients | 682 | 908 | increased by226 |
| Apr 1, 2022 | AUM | $373,232,902 | $501,326,423 | increased by$128,093,521 |
| Apr 1, 2022 | Accounts | 2,258 | 3,167 | increased by909 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “TSG ADVICE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TSG ADVICE” may also match similarly-named firms). Confirm identity against each filing.
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.