TCP Asset Management, LLC
Firm details
- Headquarters
- Upper Arlington, Ohio
- CRD number
- 286037
- Registered since
- January 3, 2017
- Website
- tcpasset.com
- Custodians
- CHARLES SCHWAB & CO., INC., SEI INVESTMENTS DISTRIBUTION CO.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- Individuals52.22%
- HNWI47.78%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
TCP Asset Management, LLC is an independent, individual-owned RIA that provides wealth management and financial planning primarily to individual and family clients. The firm is registered with the SEC (registered in 2017) and operates as a capital allocator, combining discretionary portfolio management with financial planning and advisor-selection services. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, pension consulting services and the selection of other advisers. TCP uses a mix of fee arrangements — percentage of AUM, hourly charges, fixed fees and other fee types — and is not an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds82%
- Exchange Traded Equities10%
- Cash & Cash Equivalents4%
- Non-Exchange Traded Equities1%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 130Active vs passive
$1.1B in ETFs
59%
$656M
40%
$448M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $140M | 180,777 | 12.66% |
Location
Upper Arlington, OH
Franklin
Location
Upper Arlington, OH
Headquartered in Upper Arlington, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- Franklin
- Address
- 5000 Horizons Dr
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Kovalcik & Geraghty Wealth Partners LLP
RIAUpper Arlington, OH
Fiducia Wealth Management
RIAUpper Arlington, OH
Welspire LLC
RIAUpper Arlington, OH
W.A. Smith Financial Group
RIASandusky, OH
Frazier Financial Advisors, LLC
RIAColumbus, OH
Van Cleef Asset Management Inc
RIABeachwood, OH