Tkg Advisors, LLC
● SEC registered since 2020CRD 168156SEC# 801-118738Valparaiso, IN
Reg. AUM
$308M
Employees
8
Accounts
885
Location
Valparaiso, IN
Tkg Advisors, LLC assets under management
Tkg Advisors, LLC is an SEC-registered investment adviser based in Valparaiso, IN. The firm has been registered since 2020. It reports $308 million in regulatory assets under management and employs 8 people.
Tkg Advisors, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Megan May Myers Control | Chief Operations Officer | Under 5% | 2021 |
| Sarah Elizabeth Kotys Control | Chief Financial Officer | Under 5% | 2014 |
| Wesley M. Kotys Revocable Trust Dated April 5, 2023 Control | Owner | Over 75% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Tkg Advisors, LLC manage?
Tkg Advisors, LLC reports $308 million in regulatory assets under management on its Form ADV.
How many employees does Tkg Advisors, LLC have?
Tkg Advisors, LLC reports 8 employees.
Where is Tkg Advisors, LLC located?
Tkg Advisors, LLC is based in Valparaiso, IN and has been SEC-registered since 2020.
Does Tkg Advisors, LLC disclose fund performance?
Tkg Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1111 Glendale Blvd, Suite 105, Valparaiso, IN 46383 |
| Phone | 219-465-6924 |
| Fax | 219-465-6589 |
| Office hours | 8:30 - 4:00 M-Th, 8:30-12 On Friday |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$308M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$308Mregulatory AUM
Discretionary $308M