A complete list of active advisors currently associated with TGB Asset Management, LLC

Warmer can help you find a great advisor at TGB Asset Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at TGB Asset Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Thomas Bates	Jupiter, FL	2

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