TGB Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
TGB Asset Management provides wealth management and portfolio management services to individual clients, combining continuous investment advice with financial planning. The firm operates on a fee-only basis and states that financial planning is provided at no additional charge as part of its wealth management offering.
The firm's investment process emphasizes Modern Portfolio Theory and strategic asset allocation, blending passive and active vehicles across stocks, bonds, mutual funds, ETFs, municipal securities, and cash equivalents; it may also use options strategies and tax‑loss harvesting where appropriate. Accounts can be managed on a discretionary basis, and the firm conducts regular (quarterly) reviews to align portfolios with clients' stated objectives and risk tolerance.
Distinctive features include that the firm was formed and registered in 2026 and reported no assets under management as of the brochure date, and it requires clients to custody assets at a single institutional custodian (Charles Schwab). The firm does not charge performance‑based fees or advise private funds, does not vote client proxies, and discloses that its principal serves in both management and compliance roles while adhering to the CFA Institute's asset manager standards.
Client services
Expertise
Fee options
$0 - $2,000,000: 0.90% $2,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.70% $10,000,001+: 0.60%
Fee-only: TGB is a fee-only firm, meaning all compensation is from clients, with no commissions or other sales-related compensation.
Main office
Jupiter FL
Advisors at this office
1
Most active in
Florida
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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