STATE COLLEGE, PACRD 137814Latest ADV March 16, 2026
Tlc Group Investment Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in State College, PA. Its latest Form ADV filing, dated March 16, 2026, reports $168M in regulatory assets under management, 6 employees, and 377 accounts.
Assets Under Management
$168M
Employees
6
Offices
--
Total Clients
205
Primary office
STATE COLLEGE, PA
270 WALKER DRIVE, SUITE 201, STATE COLLEGE, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 77.6% of total clients.
Top client categories% of clientsClients
1
Individuals
77.6%
159
2
HNWI
13.2%
27
3
Pension Plans
9.3%
19
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$168Mas of March 16, 2026
Discretionary69.4%
$117M
69% of total RAUM69.4%
Non-discretionary30.6%
$52M
31% of total RAUM30.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$168M
Total Accounts377
10Y AUM Change+$55M (+48.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee34:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.