Tcp Asset Management, LLC

Tcp Asset Management, LLC (CRD# 286037) is a financial advisory firm headquartered in Columbus, OH. They manage $316,610,682 in 2,599 accounts and serve the financial needs of clients across 18 states (or territories).

By the Numbers
  • Total Assets Under Management
    317
    MILLION
  • Total Number of Accounts
    2,599
    ACCOUNTS
  • Average Account Value
    $121,820
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, FL, GA, IN, KY, MI, NE, NH, OH, PA, SC, TN, TX, WV, WY

Financial Advisors at Tcp Asset Management, LLC
Showing 1 - 10 of 19 top financial advisors.
1
Jedidiah A. Adarquah-Yiadom
CRD#: 6615231
8415 Pulsar Place, Suite 210, Columbus, OH 43240

Jedidiah Adarquah-Yiadom (CRD# 6615231) is an Investment Advisor Representative working at Tcp Asset Management, LLC in Columbus, OH and has over 2 years of experience in the finance industry.

2
Branda R. Allen
CRD#: 4577515
8415 Pulsar Place, Suite 210, Columbus, OH 43240

Branda Allen (CRD# 4577515) is an Investment Advisor Representative working at Tcp Asset Management, LLC in Columbus, OH and has over 13 years of experience in the finance industry.

3
Joshua R. Allen
CRD#: 5074710
8415 Pulsar Place, Suite 210, Columbus, OH 43240

Joshua Allen (CRD# 5074710) is an Investment Advisor Representative working at Tcp Asset Management, LLC in Columbus, OH and has over 14 years of experience in the finance industry. Joshua Allen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Philip H. Bervig
CRD#: 5081514
Peoria, AZ

Philip Bervig (CRD# 5081514) is an Investment Advisor Representative working at Tcp Asset Management, LLC in Peoria, AZ and has over 11 years of experience in the finance industry.

5
Aaron S. Biederstedt
CRD#: 5341346
8415 Pulsar Place, Suite 210, Columbus, OH 43240

Aaron Biederstedt (CRD# 5341346) is an Investment Advisor Representative working at Tcp Asset Management, LLC in Columbus, OH and has over 13 years of experience in the finance industry.

6
Julianne L. Call
CRD#: 1056312
11130 N. Tatum Blvd, Suite I-101, Phoenix, AZ 85028

Julianne Call (CRD# 1056312) is an Investment Advisor Representative working at Tcp Asset Management, LLC in Phoenix, AZ and has over 36 years of experience in the finance industry.

7
Kelvin W. Gold
CRD#: 223810
11130 N Tatum Blvd, Suite I-101, Phoenix, AZ 85028

Kelvin Gold (CRD# 223810) is an Investment Advisor Representative working at Tcp Asset Management, LLC in Phoenix, AZ and has over 33 years of experience in the finance industry. Kelvin Gold has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Keri A. Holton
CRD#: 4650622
8415 Pulsar Place, Suite 210, Columbus, OH 43240

Keri Holton (CRD# 4650622) is an Investment Advisor Representative working at Tcp Asset Management, LLC in Columbus, OH and has over 17 years of experience in the finance industry.

9
Craig Howell
CRD#: 5822688
501 W Schrock Rd, Suite 202, Westerville, OH 43081

Craig Howell (CRD# 5822688) is an Investment Advisor Representative working at Tcp Asset Management, LLC in Westerville, OH and has over 7 years of experience in the finance industry.

10
Derek J. Kesig
CRD#: 2771340
8415 Pulsar Place, Suite 210, Columbus, OH 43240

Derek Kesig (CRD# 2771340) is an Investment Advisor Representative working at Tcp Asset Management, LLC in Columbus, OH and has over 22 years of experience in the finance industry.

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