TSG ADVICE PARTNERS, LLC
CRD #305999 SEC #801-117566 COLUMBUS, OH (614) 697-2750
SEC Registered
Total AUM
$762.2M
Discretionary
$762.2M
Employees
17
Clients
251
Accounts
3,410
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $762.2M | $762.2M | $0 | 17 | 40 |
| Mar 2025 | $762.2M | $762.2M | $0 | 17 | 40 |
| Aug 2024 | $613.3M | $613.3M | $0 | 12 | 33 |
| Mar 2024 | $613.3M | $613.3M | $0 | 12 | 33 |
| Mar 2023 | $482.9M | $482.9M | $0 | 12 | 0 |
| Mar 2022 | $501.3M | $501.3M | $0 | 12 | 10 |
| Mar 2021 | $373.2M | $373.2M | $0 | 8 | 8 |
| Jan 2021 | $286.9M | $244.8M | $42.1M | 8 | 0 |
| Jan 2021 | $286.9M | $244.8M | $42.1M | 8 | 0 |
| Nov 2020 | $286.9M | $244.8M | $42.1M | 8 | 0 |
| Nov 2020 | $286.9M | $244.8M | $42.1M | 8 | 0 |
| Nov 2020 | $286.9M | $244.8M | $42.1M | 8 | 0 |
| Oct 2020 | $286.9M | $244.8M | $42.1M | 8 | 0 |
| Apr 2020 | $286.9M | $244.8M | $42.1M | 8 | 0 |
| Feb 2020 | $286.9M | $244.8M | $42.1M | 8 | 0 |
| Nov 2019 | $0 | $0 | $0 | 3 | 0 |
| Oct 2019 | $0 | $0 | $0 | 1 | 0 |
DateSep 2025
Total AUM$762.2M
Discretionary$762.2M
Non-Disc.$0
Employees17
Clients40
DateMar 2025
Total AUM$762.2M
Discretionary$762.2M
Non-Disc.$0
Employees17
Clients40
DateAug 2024
Total AUM$613.3M
Discretionary$613.3M
Non-Disc.$0
Employees12
Clients33
DateMar 2024
Total AUM$613.3M
Discretionary$613.3M
Non-Disc.$0
Employees12
Clients33
DateMar 2023
Total AUM$482.9M
Discretionary$482.9M
Non-Disc.$0
Employees12
Clients0
DateMar 2022
Total AUM$501.3M
Discretionary$501.3M
Non-Disc.$0
Employees12
Clients10
DateMar 2021
Total AUM$373.2M
Discretionary$373.2M
Non-Disc.$0
Employees8
Clients8
DateJan 2021
Total AUM$286.9M
Discretionary$244.8M
Non-Disc.$42.1M
Employees8
Clients0
DateJan 2021
Total AUM$286.9M
Discretionary$244.8M
Non-Disc.$42.1M
Employees8
Clients0
DateNov 2020
Total AUM$286.9M
Discretionary$244.8M
Non-Disc.$42.1M
Employees8
Clients0
DateNov 2020
Total AUM$286.9M
Discretionary$244.8M
Non-Disc.$42.1M
Employees8
Clients0
DateNov 2020
Total AUM$286.9M
Discretionary$244.8M
Non-Disc.$42.1M
Employees8
Clients0
DateOct 2020
Total AUM$286.9M
Discretionary$244.8M
Non-Disc.$42.1M
Employees8
Clients0
DateApr 2020
Total AUM$286.9M
Discretionary$244.8M
Non-Disc.$42.1M
Employees8
Clients0
DateFeb 2020
Total AUM$286.9M
Discretionary$244.8M
Non-Disc.$42.1M
Employees8
Clients0
DateNov 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateOct 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0