TEP FINANCIAL SOLUTIONS LLC

Overview

TEP Financial Solutions LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients using a percentage-of-AUM fee model and focuses on discretionary portfolio management and financial planning. Its service mix includes core portfolio management for individuals and small businesses, selection of outside advisers when appropriate, and client education through seminars and workshops. Investment behavior is equity‑centric: exchange‑traded equities are the dominant asset class in client accounts, and the firm shows a clear preference for liquid, listed instruments for core exposures. At the same time TEP acts as a capital allocator, employing third‑party managers for alternative strategies—specifically hedge fund and commodity exposures—while also using mutual funds for supplemental allocations. The firm is not identified as an active ESG investor and is not positioned as a multi‑state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices