Tcp Asset Management, LLC is a large advisory firm based in Columbus. It manages $192.45 million of regulatory assets for 1,836 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Alabama, Arizona, California, and 10 other states.
Tcp Asset Management provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Tcp Asset Management, LLC is $192.45 million. The firm's AUM has grown by 97% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Tcp Asset Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Tcp Asset Management is individuals with 957 clients and $124.38 million of assets under management. Among the 8 most similar advisory firms, Tcp Asset Management has the 3rd highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $192.45 million for 965 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Tcp Asset Management doesn't advise any private funds.
The company employs 15 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 15 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Tcp Asset Management, LLC performs its advisory services is located at 8415 Pulsar Place, Columbus, OH 43240, which is also the mailing address of the firm. An additional office of the firm is in Phoenix, AZ. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 614-761-9378 or by fax 614-441-9945. The normal business hours are 8:00 am - 5:00 pm est on Monday - Friday. You can find more information about the New York firm at tcpasset.com.