Tcfg Investment Advisors, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

166606

SEC number

801-77596

Firm type

RIA

Assets under management

$639.4M as of Apr 29, 2026

Website

www.tcfgcompanies.com ↗

Phone

949-365-5830

Address

28202 Cabot Rd, Laguna Niguel, CA, 92677

Advisors at this firm

30 in our index · page 1 of 1

• Russell A AndrewsCRD 1702479 · Basalt, CO
  IA RegisteredBroker
  Disclosure event(s) on record
• Ryan Lawrence BrandonCRD 7725903 · Manitowoc, WI
  IA Registered
• Burton Blayne BrownCRD 5180421 · San Clemente, CA
  IA RegisteredBroker
• Terry Donald DeeverCRD 4215379 · Camarillo, CA
  IA RegisteredBroker
• Don M DumasCRD 1458645 · Green Bay, WI
  IA RegisteredBroker
  Disclosure event(s) on record
• Tommy Lee FausettCRD 6167142 · Laguna Niguel, CA
  IA Registered
• Gregory Reed GilesCRD 5081420 · Irvine, CA
  IA RegisteredBroker
• Peter Joseph GlowackiCRD 1156214 · Brookfield, WI
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Michael Edward HallaCRD 2738221 · Manitowoc, WI
  IA RegisteredBroker
  Disclosure event(s) on record
• Daniel Charles HauschildCRD 2973391 · Wilmington, DE
  IA RegisteredRegistration inactive
• Carl Lance HuntleyCRD 2689997 · Austin, TX
  IA RegisteredBroker
• Sharon Lee HerbstCRD 847172 · Spokane Valley, WA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Michael John HerleviCRD 6918843 · Oak Harbor, WA
  IA RegisteredBroker
• Steven Erik JakschCRD 4405023 · Laguna Niguel, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• William Noble JenkinsCRD 1949918 · Smoky Lake, Alberta
  IA RegisteredBroker
  Disclosure event(s) on record
• Jon Alan KerbyCRD 1325139 · Escondido, CA
  IA RegisteredBroker
• William George KnappCRD 3132850 · Calabasas, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Steven Andrew KingCRD 6819944 · Corpus Christi, TX
  IA RegisteredBroker
• Alysia Ann LindbergCRD 6046397 · Camarillo, CA
  IA RegisteredBroker
• Robert Lee MilanCRD 1976894 · Canton, OH
  IA RegisteredBroker
  Disclosure event(s) on record
• Randall Joseph MontoyaCRD 3130688 · Truchas, NM
  IA RegisteredBroker
• Eric NicholsCRD 2710703 · Redondo Beach, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Henry Martinez PenaCRD 1510092 · Laguna Niguel, CA
  IA RegisteredBroker
• Timothy D. SoulesCRD 4328561 · Willow :park, TX
  IA RegisteredBroker
• Matthew Carl SeemCRD 6585555 · Omaha, NE
  IA RegisteredBroker
  Disclosure event(s) on record
• Willy Ong TanCRD 4186228 · La Habra, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Paul Jeremiah TooheyCRD 448088 · Anaheim Hills, CA
  IA RegisteredBroker
• Erin Murray WilliamsCRD 2209966 · Mission Viejo, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Thomas John WolfCRD 1323566 · Mission Viejo, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Howard Michael WolfsonCRD 2154266 · Cincinnati, OH
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.