TLC GROUP INVESTMENT ADVISORS, LLC

Overview

TLC Group Investment Advisors, LLC is a small SEC-registered RIA that runs a fee model tied to assets under management and serves both individual/family and institutional clients. The firm acts as a capital allocator, combining advisory services with broker-dealer registered representative and insurance broker capabilities. Its advisory scope includes discretionary and non-discretionary portfolio management for individuals, small businesses and institutions, selection of other advisers and pension consulting services. The firm is not an active ESG investor and, by its registration profile, operates primarily as a domestic, single-state adviser since its SEC registration in 2021. Investment activity centers on public pooled vehicles—mutual funds and similar public funds—which make up the bulk of assets under management. TLC Group typically implements portfolios using model strategies and managed accounts, while retaining the ability to bring in third-party managers and insurance wrappers when client objectives require them. The combination of brokerage and insurance licensing supports integrated advice across liquid public investments and insurance-based solutions such as annuities.

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Public Holdings

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Location & Offices