Tcfg Investment Advisors, LLC
● SEC registered since 2013CRD 166606SEC# 801-77596Laguna Niguel, CA
Reg. AUM
$639.4M
Employees
27
Accounts
2,171
Location
Laguna Niguel, CA
Tcfg Investment Advisors, LLC assets under management
Tcfg Investment Advisors, LLC operates as an SEC-registered investment adviser based in Laguna Niguel, CA. The firm has been registered since 2013. It reports $639.4 million in regulatory assets under management and employs 27 people.
Tcfg Investment Advisors, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Certus Financial Group, LLC Control | Managing Member | Over 75% | 2013 |
| Deetra Marie Tesla Control | Chief Compliance Officer | Under 5% | 2023 |
| Richard James Roberts Control | President | Under 5% | 2013 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Tcfg Investment Advisors, LLC manage?
Tcfg Investment Advisors, LLC reports $639.4 million in regulatory assets under management on its Form ADV.
How many employees does Tcfg Investment Advisors, LLC have?
Tcfg Investment Advisors, LLC reports 27 employees.
Where is Tcfg Investment Advisors, LLC located?
Tcfg Investment Advisors, LLC is based in Laguna Niguel, CA and has been SEC-registered since 2013.
Does Tcfg Investment Advisors, LLC disclose fund performance?
Tcfg Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 28202 Cabot Rd, Suite 300, Laguna Niguel, CA 92677 |
| Phone | 949-365-5830 |
| Office hours | 8:00a.m.-5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$639.4M▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 42%
Larger than 58% of 16,271 advisers
EmployeesTop 19%
More than 81% of 16,825 advisers
Assets under management
$639.4Mregulatory AUM
Discretionary $639.4M