TCFG INVESTMENT ADVISORS, LLC
CRD #166606 SEC #801-77596 LAGUNA NIGUEL, CA 949-365-5830
SEC Registered Disclosures
Total AUM
$575.1M
Discretionary
$575.1M
Employees
27
Clients
10
Accounts
2,344
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $575.1M | $575.1M | $0 | 27 | 0 |
| Sep 2024 | $506.8M | $506.8M | $0 | 25 | 0 |
| Jun 2024 | $506.8M | $506.8M | $0 | 25 | 0 |
| Mar 2024 | $506.8M | $506.8M | $0 | 25 | 0 |
| Nov 2023 | $450.5M | $447.5M | $3M | 33 | 0 |
| Sep 2023 | $450.5M | $447.5M | $3M | 33 | 0 |
| Mar 2023 | $450.5M | $447.5M | $3M | 33 | 0 |
| Nov 2022 | $540.1M | $514.8M | $25.4M | 35 | 0 |
| Mar 2022 | $540.1M | $514.8M | $25.4M | 35 | 0 |
| Oct 2021 | $459.7M | $432.1M | $27.6M | 30 | 16 |
| Jul 2021 | $459.7M | $432.1M | $27.6M | 30 | 16 |
| Mar 2021 | $459.7M | $432.1M | $27.6M | 30 | 16 |
| Mar 2021 | $459.7M | $432.1M | $27.6M | 30 | 16 |
| Jan 2021 | $403M | $339.9M | $63M | 22 | 40 |
| Sep 2020 | $403M | $339.9M | $63M | 22 | 40 |
| Jun 2020 | $403M | $339.9M | $63M | 22 | 40 |
| Jun 2020 | $403M | $339.9M | $63M | 22 | 40 |
| Apr 2020 | $403M | $339.9M | $63M | 22 | 40 |
| Mar 2020 | $444.3M | $391.7M | $52.6M | 20 | 5 |
| Mar 2020 | $444.3M | $391.7M | $52.6M | 20 | 5 |
| Feb 2020 | $444.3M | $391.7M | $52.6M | 20 | 5 |
| Jan 2020 | $444.3M | $391.7M | $52.6M | 20 | 5 |
| Jan 2020 | $444.3M | $391.7M | $52.6M | 20 | 5 |
| Jan 2020 | $444.3M | $391.7M | $52.6M | 20 | 5 |
| Oct 2019 | $444.3M | $391.7M | $52.6M | 20 | 5 |
| Aug 2019 | $444.3M | $391.7M | $52.6M | 20 | 5 |
| Jul 2019 | $444.3M | $391.7M | $52.6M | 20 | 5 |
| Jun 2019 | $444.3M | $391.7M | $52.6M | 20 | 5 |
| Apr 2019 | $444.3M | $391.7M | $52.6M | 20 | 5 |
| Mar 2019 | $444.3M | $391.7M | $52.6M | 20 | 5 |
| Jan 2019 | $417.8M | $382.7M | $35.2M | 20 | 5 |
| Jan 2019 | $417.8M | $382.7M | $35.2M | 20 | 5 |
| Jan 2019 | $417.8M | $382.7M | $35.2M | 20 | 5 |
| Jan 2019 | $417.8M | $382.7M | $35.2M | 20 | 5 |
| Dec 2018 | $417.8M | $382.7M | $35.2M | 20 | 5 |
| Nov 2018 | $417.8M | $382.7M | $35.2M | 20 | 5 |
| Jul 2018 | $417.8M | $382.7M | $35.2M | 20 | 5 |
| May 2018 | $417.8M | $382.7M | $35.2M | 20 | 5 |
| Mar 2018 | $317.4M | $285.3M | $32M | 20 | 5 |
| Dec 2017 | $158M | $92.4M | $65.6M | 15 | 5 |
| Mar 2017 | $158M | $92.4M | $65.6M | 15 | 300 |
| Apr 2016 | $200.5M | $143.8M | $56.7M | 13 | 300 |
| Mar 2016 | $200.5M | $143.8M | $56.7M | 13 | 300 |
| Oct 2015 | $138.7M | $80.4M | $58.3M | 13 | 300 |
| Mar 2015 | $138.7M | $80.4M | $58.3M | 13 | 300 |
| Mar 2015 | $139.4M | $76.2M | $63.2M | 3 | 0 |
| Jun 2014 | $139.4M | $76.2M | $63.2M | 3 | 0 |
| Mar 2014 | $100.1M | $68.6M | $31.5M | 3 | 0 |
| Jan 2014 | $100.1M | $68.6M | $31.5M | 3 | 0 |
| Jan 2014 | $100.1M | $68.6M | $31.5M | 3 | 0 |
| Dec 2013 | $100.1M | $68.6M | $31.5M | 3 | 0 |
| Nov 2013 | $0 | $0 | $0 | 3 | 0 |
| Nov 2013 | $0 | $0 | $0 | 3 | 0 |
| Oct 2013 | $0 | $0 | $0 | 3 | 0 |
| Sep 2013 | $0 | $0 | $0 | 3 | 0 |
| Aug 2013 | $0 | $0 | $0 | 2 | 0 |
| Jan 2013 | $0 | $0 | $0 | 2 | 0 |
| Jan 2013 | $0 | $0 | $0 | 2 | 0 |
DateMar 2025
Total AUM$575.1M
Discretionary$575.1M
Non-Disc.$0
Employees27
Clients0
DateSep 2024
Total AUM$506.8M
Discretionary$506.8M
Non-Disc.$0
Employees25
Clients0
DateJun 2024
Total AUM$506.8M
Discretionary$506.8M
Non-Disc.$0
Employees25
Clients0
DateMar 2024
Total AUM$506.8M
Discretionary$506.8M
Non-Disc.$0
Employees25
Clients0
DateNov 2023
Total AUM$450.5M
Discretionary$447.5M
Non-Disc.$3M
Employees33
Clients0
DateSep 2023
Total AUM$450.5M
Discretionary$447.5M
Non-Disc.$3M
Employees33
Clients0
DateMar 2023
Total AUM$450.5M
Discretionary$447.5M
Non-Disc.$3M
Employees33
Clients0
DateNov 2022
Total AUM$540.1M
Discretionary$514.8M
Non-Disc.$25.4M
Employees35
Clients0
DateMar 2022
Total AUM$540.1M
Discretionary$514.8M
Non-Disc.$25.4M
Employees35
Clients0
DateOct 2021
Total AUM$459.7M
Discretionary$432.1M
Non-Disc.$27.6M
Employees30
Clients16
DateJul 2021
Total AUM$459.7M
Discretionary$432.1M
Non-Disc.$27.6M
Employees30
Clients16
DateMar 2021
Total AUM$459.7M
Discretionary$432.1M
Non-Disc.$27.6M
Employees30
Clients16
DateMar 2021
Total AUM$459.7M
Discretionary$432.1M
Non-Disc.$27.6M
Employees30
Clients16
DateJan 2021
Total AUM$403M
Discretionary$339.9M
Non-Disc.$63M
Employees22
Clients40
DateSep 2020
Total AUM$403M
Discretionary$339.9M
Non-Disc.$63M
Employees22
Clients40
DateJun 2020
Total AUM$403M
Discretionary$339.9M
Non-Disc.$63M
Employees22
Clients40
DateJun 2020
Total AUM$403M
Discretionary$339.9M
Non-Disc.$63M
Employees22
Clients40
DateApr 2020
Total AUM$403M
Discretionary$339.9M
Non-Disc.$63M
Employees22
Clients40
DateMar 2020
Total AUM$444.3M
Discretionary$391.7M
Non-Disc.$52.6M
Employees20
Clients5
DateMar 2020
Total AUM$444.3M
Discretionary$391.7M
Non-Disc.$52.6M
Employees20
Clients5
DateFeb 2020
Total AUM$444.3M
Discretionary$391.7M
Non-Disc.$52.6M
Employees20
Clients5
DateJan 2020
Total AUM$444.3M
Discretionary$391.7M
Non-Disc.$52.6M
Employees20
Clients5
DateJan 2020
Total AUM$444.3M
Discretionary$391.7M
Non-Disc.$52.6M
Employees20
Clients5
DateJan 2020
Total AUM$444.3M
Discretionary$391.7M
Non-Disc.$52.6M
Employees20
Clients5
DateOct 2019
Total AUM$444.3M
Discretionary$391.7M
Non-Disc.$52.6M
Employees20
Clients5
DateAug 2019
Total AUM$444.3M
Discretionary$391.7M
Non-Disc.$52.6M
Employees20
Clients5
DateJul 2019
Total AUM$444.3M
Discretionary$391.7M
Non-Disc.$52.6M
Employees20
Clients5
DateJun 2019
Total AUM$444.3M
Discretionary$391.7M
Non-Disc.$52.6M
Employees20
Clients5
DateApr 2019
Total AUM$444.3M
Discretionary$391.7M
Non-Disc.$52.6M
Employees20
Clients5
DateMar 2019
Total AUM$444.3M
Discretionary$391.7M
Non-Disc.$52.6M
Employees20
Clients5
DateJan 2019
Total AUM$417.8M
Discretionary$382.7M
Non-Disc.$35.2M
Employees20
Clients5
DateJan 2019
Total AUM$417.8M
Discretionary$382.7M
Non-Disc.$35.2M
Employees20
Clients5
DateJan 2019
Total AUM$417.8M
Discretionary$382.7M
Non-Disc.$35.2M
Employees20
Clients5
DateJan 2019
Total AUM$417.8M
Discretionary$382.7M
Non-Disc.$35.2M
Employees20
Clients5
DateDec 2018
Total AUM$417.8M
Discretionary$382.7M
Non-Disc.$35.2M
Employees20
Clients5
DateNov 2018
Total AUM$417.8M
Discretionary$382.7M
Non-Disc.$35.2M
Employees20
Clients5
DateJul 2018
Total AUM$417.8M
Discretionary$382.7M
Non-Disc.$35.2M
Employees20
Clients5
DateMay 2018
Total AUM$417.8M
Discretionary$382.7M
Non-Disc.$35.2M
Employees20
Clients5
DateMar 2018
Total AUM$317.4M
Discretionary$285.3M
Non-Disc.$32M
Employees20
Clients5
DateDec 2017
Total AUM$158M
Discretionary$92.4M
Non-Disc.$65.6M
Employees15
Clients5
DateMar 2017
Total AUM$158M
Discretionary$92.4M
Non-Disc.$65.6M
Employees15
Clients300
DateApr 2016
Total AUM$200.5M
Discretionary$143.8M
Non-Disc.$56.7M
Employees13
Clients300
DateMar 2016
Total AUM$200.5M
Discretionary$143.8M
Non-Disc.$56.7M
Employees13
Clients300
DateOct 2015
Total AUM$138.7M
Discretionary$80.4M
Non-Disc.$58.3M
Employees13
Clients300
DateMar 2015
Total AUM$138.7M
Discretionary$80.4M
Non-Disc.$58.3M
Employees13
Clients300
DateMar 2015
Total AUM$139.4M
Discretionary$76.2M
Non-Disc.$63.2M
Employees3
Clients0
DateJun 2014
Total AUM$139.4M
Discretionary$76.2M
Non-Disc.$63.2M
Employees3
Clients0
DateMar 2014
Total AUM$100.1M
Discretionary$68.6M
Non-Disc.$31.5M
Employees3
Clients0
DateJan 2014
Total AUM$100.1M
Discretionary$68.6M
Non-Disc.$31.5M
Employees3
Clients0
DateJan 2014
Total AUM$100.1M
Discretionary$68.6M
Non-Disc.$31.5M
Employees3
Clients0
DateDec 2013
Total AUM$100.1M
Discretionary$68.6M
Non-Disc.$31.5M
Employees3
Clients0
DateNov 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateNov 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateOct 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateSep 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateAug 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJan 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJan 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0