TKG Financial LLC

Overview

TKG Financial LLC is a small, fee-based advisory firm focused on portfolio management for individual and family clients. The firm operates as an owner-managed limited liability company and charges clients a percentage of assets under management. Its stated investment preference is equities, and the practice centers on managing discretionary portfolios rather than providing institutional or pension consulting services. TKG Financial does not position itself as an active ESG investor and serves a modest client base with personalized portfolio management for individuals and small businesses. Investment activity is dominated by liquid equity instruments, with the manager relying primarily on exchange-traded vehicles for core exposures. Given the firm’s size and custodial arrangement, portfolios are likely implemented with a mix of ETFs and individual stocks for efficiency and tax-aware trading, supplemented where appropriate by mutual funds and third-party alternative allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices