UPPER ARLINGTON, OHCRD 286037Latest ADV February 13, 2026
Tcp Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Upper Arlington, OH. Its latest Form ADV filing, dated February 13, 2026, reports $1.2B in regulatory assets under management, 43 employees, 13 offices, and 5,021 accounts.
Assets Under Management
$1.2B
Employees
43
Offices
13 offices
Total Clients
2,221
Primary office
UPPER ARLINGTON, OH
5000 HORIZONS DRIVE, UPPER ARLINGTON, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 87.1% of total clients.
Top client categories% of clientsClients
1
Individuals
87.1%
1,934
2
HNWI
12.9%
287
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.2Bas of February 13, 2026
Discretionary97.2%
$1.1B
97% of total RAUM97.2%
Non-discretionary2.8%
$33M
3% of total RAUM2.8%
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.
Total AUM$1.2B
Total Accounts5,021
10Y AUM Change+$1.2B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees43
Clients per Employee52:1
10Y Employee Change+31 (+258.3%)
* 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.