Tcp Asset Management, LLC

Tcp Asset Management, LLC (CRD# 286037) is a financial advisory firm headquartered in Columbus, OH. They manage $248,128,537 in 2,150 accounts and serve the financial needs of clients across 17 states (or territories).

Current Firm Details
8415 Pulsar Place, Suite 210, Columbus, OH 43240
https://tcpasset.com
By the Numbers
  • Total Assets Under Management
    248
    MILLION
  • Total Number of Accounts
    2,150
    ACCOUNTS
  • Average Account Value
    $115,409
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, FL, GA, IN, KY, MI, NE, NH, OH, PA, TN, TX, WV, WY

Financial Advisors at Tcp Asset Management, LLC
Showing 1 - 10 of 19 top financial advisors.
1
Jedidiah Adarquah-Yiadom, financial advisor Columbus OH
Jedidiah A. Adarquah-Yiadom
CRD#: 6615231
8415 Pulsar Place, Suite 210, Columbus, OH 43240

Jedidiah Adarquah-Yiadom (CRD# 6615231) is an Investment Advisor Representative working at Tcp Asset Management, LLC in Columbus, OH and has over 2 years of experience in the finance industry.

2
Branda Allen, financial advisor Columbus OH
Branda R. Allen
CRD#: 4577515
8415 Pulsar Place, Suite 210, Columbus, OH 43240

Branda Allen (CRD# 4577515) is an Investment Advisor Representative working at Tcp Asset Management, LLC in Columbus, OH and has over 13 years of experience in the finance industry.

3
Joshua Allen, financial advisor Columbus OH
Joshua R. Allen
CRD#: 5074710
8415 Pulsar Place, Suite 210, Columbus, OH 43240

Joshua Allen (CRD# 5074710) is an Investment Advisor Representative working at Tcp Asset Management, LLC in Columbus, OH and has over 13 years of experience in the finance industry. Joshua Allen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Philip Bervig, financial advisor Peoria AZ
Philip H. Bervig
CRD#: 5081514
Peoria, AZ

Philip Bervig (CRD# 5081514) is an Investment Advisor Representative working at Tcp Asset Management, LLC in Peoria, AZ and has over 10 years of experience in the finance industry.

5
Aaron Biederstedt, financial advisor Columbus OH
Aaron S. Biederstedt
CRD#: 5341346
8415 Pulsar Place, Suite 210, Columbus, OH 43240

Aaron Biederstedt (CRD# 5341346) is an Investment Advisor Representative working at Tcp Asset Management, LLC in Columbus, OH and has over 13 years of experience in the finance industry.

6
Julianne Call, financial advisor Phoenix AZ
Julianne L. Call
CRD#: 1056312
11130 N. Tatum Blvd, Suite I-101, Phoenix, AZ 85028

Julianne Call (CRD# 1056312) is an Investment Advisor Representative working at Tcp Asset Management, LLC in Phoenix, AZ and has over 36 years of experience in the finance industry.

7
Kelvin Gold, financial advisor Phoenix AZ
Kelvin W. Gold
CRD#: 223810
11130 N Tatum Blvd, Suite I-101, Phoenix, AZ 85028

Kelvin Gold (CRD# 223810) is an Investment Advisor Representative working at Tcp Asset Management, LLC in Phoenix, AZ and has over 33 years of experience in the finance industry. Kelvin Gold has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Keri Holton, financial advisor Columbus OH
Keri A. Holton
CRD#: 4650622
8415 Pulsar Place, Suite 210, Columbus, OH 43240

Keri Holton (CRD# 4650622) is an Investment Advisor Representative working at Tcp Asset Management, LLC in Columbus, OH and has over 17 years of experience in the finance industry.

9
Craig Howell, financial advisor Westerville OH
Craig Howell
CRD#: 5822688
501 W Schrock Rd, Suite 202, Westerville, OH 43081

Craig Howell (CRD# 5822688) is an Investment Advisor Representative working at Tcp Asset Management, LLC in Westerville, OH and has over 7 years of experience in the finance industry.

10
Derek Kesig, financial advisor Columbus OH
Derek J. Kesig
CRD#: 2771340
8415 Pulsar Place, Suite 210, Columbus, OH 43240

Derek Kesig (CRD# 2771340) is an Investment Advisor Representative working at Tcp Asset Management, LLC in Columbus, OH and has over 22 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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