Tyus Financial Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Tyus Financial Group, LLC positions itself to serve institutional and high-net-worth clients, offering discretionary portfolio management and advisory services primarily for pooled vehicles and institutional mandates. The firm provides advice across a wide range of instruments — from listed equities and fixed income to private equity, private credit, return-enhanced notes, and other alternative investments — and may recommend or allocate to sub‑advisors to implement portions of client strategies.
Investment decisions are made on a discretionary basis and are tailored to stated client objectives, with continuous monitoring and portfolio rebalancing and the option for clients to impose written restrictions. The firm uses multiple methods of analysis (fundamental, technical, cyclical) and employs a variety of strategies, including long- and short-term purchases, option writing, and allocations to inverse funds and cryptocurrency exposures where appropriate.
Compared with many peers, the firm is newly formed with zero AUM but targets institutional-sized relationships by generally requiring a $10 million account minimum and relying on a single principal who also maintains full‑time employment outside the firm. Other noteworthy practices that may be less common among peers include explicitly including cash and margin balances when calculating advisory fees and a stated willingness to use a broad set of alternative vehicles and third‑party sub‑advisors, alongside an institutional custodial relationship that is tied to asset thresholds for certain service benefits.
Client services
Expertise
Fee options
$0+: up to 1.00% annually for managed assets +: up to 0.15% annually for certain non-managed assets included in reviews/reports
Account minimum: $10,000,000 Fee-only: Annual fee of up to 1.00% of assets under management for portfolio management services; may include up to 0.15% for certain non-managed assets
Main office
Washington DC
Advisors at this office
1
Most active in
District of Columbia
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.
Forms ADV
Advisors at this firm
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