Tcfg Investment Advisors, LLC

Overview

Tcfg Investment Advisors, LLC is an SEC registered investment adviser based in Laguna Niguel, CA, registered since 2013. It reports $639M in assets under management across 2,171 accounts, with 27 employees. It has 30 investment adviser representatives.

Reported AUM

$639M

Discretionary

100%

Accounts

2,171

Average account

$295K

Employees

27

Advisory reps

30

Registered since

2013

Jurisdictions

44

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 2 of 2

• Richard James Roberts President, Chief Compliance Officer CRD 2145874
• Carl Lance Huntley Chief Compliance Officer CRD 2689997

Advisory reps 3 of 30

• Russell A Andrews Registered Rep · Investment Adviser Rep CRD 1702479
• Ryan Lawrence Brandon Investment Adviser Rep CRD 7725903
• Burton Blayne Brown Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5180421

27 more advisory reps, with emails, phones and branch locations

Location

Headquarters

28202 Cabot Rd Ste 300
Laguna Niguel, CA 92677

County

Orange

Metro area

Los Angeles-Long Beach-Anaheim, CA

Region

West

Registrations

• SEC registered
• Registered in 44 jurisdictions
• Website: tcfgcompanies.com

Every state, with registration dates

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