TCP ASSET MANAGEMENT, LLC
SEC RegisteredProviding A Boutique Wealth Management Experience
About the firm
TCP Asset Management is a full-service independent firm committed to partnering with clients throughout their financial life. They provide honest, fiduciary financial advice to successful individuals and their families.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Full-service independent wealth management, including fiduciary financial advice, financial planning, and ongoing collaboration to support clients' financial independence
Who they serve
Successful individuals and their families
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 1,934 | $618M |
| High Net Worth Individuals | 287 | $565M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
13 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
25 advisors in the directory
Regulatory & compliance
Data as of February 13, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. TCP ASSET MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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