TPK Advisors LLC

TPK Advisors is a registered investment adviser that provides discretionary investment management to individuals, trusts, estates, charitable organizations, corporations, and other business entities. As of March 25, 2025 the firm reported managing $22,648,215 in discretionary client assets and generally applies a $100,000 account minimum, which it may waive at its discretion.

The firm gathers suitability information at onboarding, constructs customized portfolios, and monitors and rebalances accounts on an ongoing basis with discretionary trading authority; account reviews are conducted at least bi‑annually and upon client request. Its stated methods include charting, technical and cyclical analysis, fundamental analysis, and a range of trading strategies from long‑ and short‑term purchases to short sales and option writing, and it may engage in short‑term trading when deemed suitable.

Compared with many small independent advisers, TPK’s brochure emphasizes the use of more active and complex strategies—including options and short selling—alongside technical approaches, which is relatively uncommon for firms of this size. Operationally, the firm recommends Schwab as custodian, may aggregate orders for block trading, does not accept performance‑based fees, does not vote client proxies, and reports no disciplinary history since it began providing advisory services in 2010.