Tcp Asset Management, LLC
● SEC registered since 2017CRD 286037SEC# 801-108836Upper Arlington, OH
Reg. AUM
$1.18B
Employees
43
Accounts
5,021
Location
Upper Arlington, OH
Tcp Asset Management, LLC assets under management
Tcp Asset Management, LLC is an investment advisory firm registered with the SEC based in Upper Arlington, OH. The firm has been registered since 2017. It reports $1.2 billion in regulatory assets under management and employs 43 people.
Tcp Asset Management, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Branda Rhae Allen Control | Chief Operating Officer And Partner | 10-25% | 2020 |
| Joshua Richard Allen Control | Chief Executive Officer And Partner | 25-50% | 2016 |
| Philip Hunter Bervig Control | Chief Investment Officer And Partner | 25-50% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does Tcp Asset Management, LLC manage?
Tcp Asset Management, LLC reports $1.2 billion in regulatory assets under management on its Form ADV.
How many employees does Tcp Asset Management, LLC have?
Tcp Asset Management, LLC reports 43 employees.
Where is Tcp Asset Management, LLC located?
Tcp Asset Management, LLC is based in Upper Arlington, OH and has been SEC-registered since 2017.
Does Tcp Asset Management, LLC disclose fund performance?
Tcp Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5000 Horizons Drive, Upper Arlington, OH 43220 |
| Phone | 614-761-9378 |
| Fax | 614-441-9945 |
| Office hours | 8:00 a.m. - 5:00 p.m. Est |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.18B▲ 84%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 30%
Larger than 70% of 16,271 advisers
EmployeesTop 13%
More than 87% of 16,825 advisers
Assets under management
$1.18Bregulatory AUM
Discretionary $1.15BNon-discretionary $32.8M