TCP Investments LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
TCP Investments provides investment advice exclusively to individual clients using mutual funds, offering discretionary management for ProFunds accounts and trade recommendations for clients’ 401(k)/403(b) plans. The firm operates with a small client base and manages a modest amount of client assets.
The firm’s investment approach is market timing driven by technical analysis and charting tools, identifying bull or bear trends and frequently switching allocations between mutual funds; trades may be short term and held less than 30 days. For ProFunds clients the firm executes group, discretionary trades simultaneously across clients, whereas retirement-plan clients receive recommendations they implement themselves.
Noteworthy aspects include the use of leveraged ProFunds within its aggressive V08 sleeve and an explicit short‑term, technical market‑timing strategy, which is atypical and carries higher risk compared with the longer‑term portfolio management common among peers. The firm is small in scale and maintains limited custody solely to facilitate quarterly fee deductions rather than broader account control, and the principal draws on decades of personal market‑timing experience from a prior career outside finance.
Client services
Expertise
Fee options
$0+: 0.5% quarterly (ProFunds V08 group) $0+: 0.25% quarterly (ProFunds AAU group, 401k/403b clients)
Account minimum: $5,000 Fee-only: 0.5% quarterly for ProFunds V08 group; 0.25% quarterly for ProFunds AAU and 401k/403b clients
Main office
Saint Petersburg FL
Advisors at this office
1
Most active in
Florida · Texas · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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