A complete list of active advisors currently associated with TSFG, LLC

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

TSFG, LLC provides discretionary investment management and financial planning to a range of clients including individuals (including high‑net‑worth clients), related family members, trusts, retirement plans, and charitable organizations. As of December 2025 the firm reported approximately $997.2 million in discretionary assets under management and offers services that include portfolio management, retirement-plan consulting, and sponsorship of a wrap-fee program. The firm’s investment process emphasizes fundamental analysis and constructs portfolios primarily of marketable stocks, bonds, exchange‑traded funds, mutual funds, options and notes, with asset allocation and security selection tailored to each client’s goals and written restrictions. TSFG may recommend independent managers for portions of client assets, prepares Investment Policy Statements for plans, and conducts periodic (typically quarterly) reviews and ongoing monitoring of accounts. Among features highlighted in the brochure that differentiate the firm from many peers is its role as sponsor/manager of a wrap program combined with a recommendation that clients use LPL Financial as custodian; several of the firm’s Investment Advisor Representatives are also registered representatives of LPL and may receive commissions or 12b‑1 fees, a relationship the brochure identifies as a potential conflict and describes as subject to disclosure and internal policies. The firm also discloses owners’ outside business activities (including ownership interests in certain real‑estate and hospitality enterprises and participation in a real‑estate group), noting these relationships may result in potential conflicts that clients can accept or decline.

To learn more about the advisors currently working at TSFG, 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.