TKG WEALTH ADVISERS LLC

Overview

TKG Wealth Advisers LLC is an independent registered investment adviser operating as an LLC and owned by an individual. The firm serves a mix of individual and family clients alongside small institutional relationships, offering financial planning, portfolio management for individuals and small businesses, and selection of outside advisers. In practice TKG acts as a capital allocator: it builds client exposure to public market mutual funds and external alternative managers rather than relying solely on in-house proprietary products. Fee arrangements are flexible — the firm charges a percentage of assets under management and also uses hourly and fixed-fee engagements depending on the client and scope of work. In addition to advisory services, TKG is active as an insurance broker and provides accounting-related services, reflecting a blended financial services model that supports tax and risk-transfer considerations alongside investment planning. The firm is not an active ESG investor and is not registered as a multi-state adviser.

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Public Holdings

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Location & Offices