TKG ADVISORS, LLC
Legal name: KOTYS WEALTH PROFESSIONALS
CRD #168156 SEC #801-118738 VALPARAISO, IN 219-465-6924
SEC Registered
Total AUM
$272.1M
Discretionary
$272.1M
Employees
8
Clients
51
Accounts
862
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $272.1M | $272.1M | $0 | 8 | 8 |
| Mar 2025 | $272.1M | $272.1M | $0 | 8 | 8 |
| Oct 2024 | $223.4M | $223.4M | $0 | 8 | 1 |
| Jun 2024 | $223.4M | $223.4M | $0 | 8 | 1 |
| May 2024 | $223.4M | $223.4M | $0 | 8 | 1 |
| Mar 2024 | $223.4M | $223.4M | $0 | 6 | 1 |
| Mar 2024 | $223.4M | $223.4M | $0 | 6 | 1 |
| Nov 2023 | $189M | $189M | $0 | 5 | 8 |
| Sep 2023 | $189M | $189M | $0 | 5 | 8 |
| Apr 2023 | $189M | $189M | $0 | 5 | 8 |
| Mar 2023 | $189M | $189M | $0 | 5 | 8 |
| Dec 2022 | $181.5M | $181.5M | $0 | 6 | 8 |
| Nov 2022 | $181.5M | $181.5M | $0 | 6 | 8 |
| Apr 2022 | $181.5M | $181.5M | $0 | 6 | 8 |
| Apr 2022 | $181.5M | $181.5M | $0 | 6 | 8 |
| Mar 2022 | $181.5M | $181.5M | $0 | 6 | 8 |
| Oct 2021 | $136.2M | $136.2M | $0 | 6 | 0 |
| Oct 2021 | $136.2M | $136.2M | $0 | 6 | 0 |
| Oct 2021 | $136.2M | $136.2M | $0 | 6 | 0 |
| Mar 2021 | $136.2M | $136.2M | $0 | 6 | 0 |
| Mar 2021 | $136.2M | $136.2M | $0 | 6 | 0 |
| Oct 2020 | $101.6M | $99.4M | $2.2M | 6 | 8 |
| Jun 2020 | $101.6M | $99.4M | $2.2M | 6 | 8 |
| Apr 2020 | $101.6M | $99.4M | $2.2M | 6 | 8 |
DateMar 2025
Total AUM$272.1M
Discretionary$272.1M
Non-Disc.$0
Employees8
Clients8
DateMar 2025
Total AUM$272.1M
Discretionary$272.1M
Non-Disc.$0
Employees8
Clients8
DateOct 2024
Total AUM$223.4M
Discretionary$223.4M
Non-Disc.$0
Employees8
Clients1
DateJun 2024
Total AUM$223.4M
Discretionary$223.4M
Non-Disc.$0
Employees8
Clients1
DateMay 2024
Total AUM$223.4M
Discretionary$223.4M
Non-Disc.$0
Employees8
Clients1
DateMar 2024
Total AUM$223.4M
Discretionary$223.4M
Non-Disc.$0
Employees6
Clients1
DateMar 2024
Total AUM$223.4M
Discretionary$223.4M
Non-Disc.$0
Employees6
Clients1
DateNov 2023
Total AUM$189M
Discretionary$189M
Non-Disc.$0
Employees5
Clients8
DateSep 2023
Total AUM$189M
Discretionary$189M
Non-Disc.$0
Employees5
Clients8
DateApr 2023
Total AUM$189M
Discretionary$189M
Non-Disc.$0
Employees5
Clients8
DateMar 2023
Total AUM$189M
Discretionary$189M
Non-Disc.$0
Employees5
Clients8
DateDec 2022
Total AUM$181.5M
Discretionary$181.5M
Non-Disc.$0
Employees6
Clients8
DateNov 2022
Total AUM$181.5M
Discretionary$181.5M
Non-Disc.$0
Employees6
Clients8
DateApr 2022
Total AUM$181.5M
Discretionary$181.5M
Non-Disc.$0
Employees6
Clients8
DateApr 2022
Total AUM$181.5M
Discretionary$181.5M
Non-Disc.$0
Employees6
Clients8
DateMar 2022
Total AUM$181.5M
Discretionary$181.5M
Non-Disc.$0
Employees6
Clients8
DateOct 2021
Total AUM$136.2M
Discretionary$136.2M
Non-Disc.$0
Employees6
Clients0
DateOct 2021
Total AUM$136.2M
Discretionary$136.2M
Non-Disc.$0
Employees6
Clients0
DateOct 2021
Total AUM$136.2M
Discretionary$136.2M
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$136.2M
Discretionary$136.2M
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$136.2M
Discretionary$136.2M
Non-Disc.$0
Employees6
Clients0
DateOct 2020
Total AUM$101.6M
Discretionary$99.4M
Non-Disc.$2.2M
Employees6
Clients8
DateJun 2020
Total AUM$101.6M
Discretionary$99.4M
Non-Disc.$2.2M
Employees6
Clients8
DateApr 2020
Total AUM$101.6M
Discretionary$99.4M
Non-Disc.$2.2M
Employees6
Clients8