TSFG, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$641,168,569
Clients
861
Advisors
6
of 9 employees
About
TSFG, LLC provides discretionary investment management and financial planning to a range of clients, including individual and high‑net‑worth clients, related family members, trusts, retirement plans, and other entities. The firm also offers retirement‑plan advisory and participant services and reviews clients’ outside assets as part of its planning process; financial planning is provided to existing clients at no additional charge.
TSFG manages client assets on a discretionary basis, typically investing in marketable equities, fixed income, mutual funds, ETFs, options and, when appropriate, allocations to independent managers, and it employs fundamental analysis in security selection. Portfolios are tailored to each client’s objectives and monitored periodically, with formal reviews generally performed at least annually and more frequently as circumstances or market conditions change.
Notably, the firm sponsors and manages its own wrap‑fee program and operates multiple DBA offices that maintain separate fee schedules, structural features that distinguish it from many peer team firms. Many of the firm’s investment advisor representatives are also registered representatives of LPL Financial and the firm recommends LPL for custody and execution; these relationships and potential conflicts of interest are disclosed and addressed through the firm’s policies and Code of Ethics.
Client services
Expertise
Occupation focus
Fee options
up to 2.00% annualized, negotiable
Certain Investment Advisor Representatives, as registered representatives of LPL, are compensated for securities transactions by commissions.
Account minimum: $100,000 Fee-only: Investment advisory fees, including wrap fee program accounts, range up to 2.00% annualized and are negotiable.
Main office
1052 N. Western Ave.
Lake Forest IL 60045
Advisors at this office
6
Most active in
Arizona · California · Colorado · Florida · Georgia · Illinois · Indiana · Maine · Michigan · Minnesota · Missouri · Nebraska · Nevada · New York · North Carolina · South Carolina · Tennessee · Texas · Virginia · Washington · Wisconsin
Also doing business as
Alchemy Advisors, LLC · Alchemy Financial Group · Capital Street Advisors · Gibbons Financial Group, Inc. · The Associates Group · Ts Financial Group, LLC · Tsfg, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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Advisors at this firm
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