Tsg Advice Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Columbus, OH. Its latest Form ADV filing, dated March 30, 2026, reports $867M in regulatory assets under management, 16 employees, 1 office, and 3,609 accounts.
Assets Under Management
$867M
Employees
16
Offices
1 office
Total Clients
1,157
Primary office
COLUMBUS, OH
4449 EASTON WAY, SUITE 200, COLUMBUS, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 75.5% of total clients.
Top client categories% of clientsClients
1
Individuals
75.5%
874
2
HNWI
24.0%
278
3
Charitable
0.4%
5
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$867Mas of March 30, 2026
Discretionary100.0%
$867M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$867M
Total Accounts3,609
10Y AUM Change+$867M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees16
Clients per Employee72:1
10Y Employee Change+13 (+433.3%)
* 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.