TGA CAPITAL MANAGEMENT

Overview

TGA Capital Management is a small, owner-operated advisory practice that focuses on individual and family clients. The firm runs a client-facing advisory model that emphasizes financial planning and discretionary portfolio management, with a clear tilt toward fixed-income investments. It also provides insurance brokerage services and offers educational seminars and selection-of-advisor services, indicating the firm both implements solutions directly and sources outside managers when appropriate. The advisor charges a mix of percentage-of-assets fees and non-AUM fees (hourly and fixed), which supports serving clients with both ongoing asset management and project-based planning work. TGA positions itself as a capital allocator for its client base, combining internal management with third-party allocations when a specialist capability is needed.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices