TFG ADVISORS
TFG ADVISERS LLC Legal Name
Adviser information for TFG ADVISORS last updated from Form ADV on February 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Michigan, United States |
Employees
| Total Number of Employees | 7 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 5 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,301 | $372.3M |
| Non-Discretionary | 0 | $0 |
| Total | 1,301 | $372.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 324 | $75.1M |
| HNW Individuals | 99 | $279.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 5 | $17.2M |
| Charitable organizations | <5 | $777,365 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 1 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesFINANCIAL LIFE PLANNING |
|---|---|
| Compensation | % of AUMHourly charges |
Principal Office
3121 UNIVERSITY DRIVESUITE 100
AUBURN HILLS
MI
United States
Monday - Friday, 9:00 A.M. TO 4:00 P.M.
Tel: 248-724-0090, Fax: 248-377-0988
Websites
Chief Compliance Officer
TIMOTHY P. ATKINSON
ADVISOR
3121 UNIVERSITY DRIVE
SUITE 100
AUBURN HILLS
MI
United States
Tel:
248-724-0090
Fax:
248-377-0988
T**@***************M
(Full email address available in API data)
Regulatory Contact
GEORGE M. BARNHART
MANAGING MEMBER
3121 UNIVERSITY DRIVE
SUITE 100
AUBURN HILLS
MI
United States
Tel:
248-724-0090
Fax:
248-377-0988
G*****@***************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BARNHART, GEORGE, MICHAEL | Individual | – | MANAGING MEMBER | 04/2017 | 25-50% |
| HIRSCH, TERRY, JOHN | Individual | – | MANAGING MEMBER | 04/2017 | 25-50% |
| REILE, PAUL, DAVID | Individual | – | MANAGING MEMBER | 04/2017 | 25-50% |
| ATKINSON, TIMOTHY, PATRICK | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2018 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 25th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| ABBOTT LABS | COM | 639K | 6K | – |
| ABBVIE INC | COM | 4M | 21K | – |
| ACCENTURE PLC IRELAND | SHS CLASS A | 872K | 3K | – |
| ADOBE INC | COM | 278K | 500 | – |
| ADVANCED MICRO DEVICES INC | COM | 742K | 5K | – |
| AFLAC INC | COM | 338K | 4K | – |
| AIR PRODS & CHEMS INC | COM | 465K | 2K | – |
| ALPHABET INC | CAP STK CL A | 4M | 23K | – |
| AMAZON COM INC | COM | 7M | 37K | – |
| AMERICAN ELEC PWR CO INC | COM | 2M | 22K | – |
| AMERICAN TOWER CORP NEW | COM | 3M | 17K | – |
| AMERICAN WTR WKS CO INC NEW | COM | 730K | 6K | – |
| AMPHENOL CORP NEW | CL A | 568K | 8K | – |
| AMPLIFY ETF TR | AMPLIFY CYBERSEC | 244K | 4K | – |
| APPLE INC | COM | 17M | 80K | – |
| ARES CAPITAL CORP | COM | 553K | 27K | – |
| AT&T INC | COM | 277K | 14K | – |
| AUTOMATIC DATA PROCESSING IN | COM | 6M | 26K | – |
| BLACKROCK INC | COM | 478K | 608 | – |
| BOEING CO | COM | 928K | 5K | – |
| CALAMOS CONV & HIGH INCOME F | COM SHS | 212K | 19K | – |
| CALAMOS CONV OPPORTUNITIES & | SH BEN INT | 325K | 28K | – |
| CALAMOS STRATEGIC TOTAL RETU | COM SH BEN INT | 253K | 15K | – |
| CAMBRIA ETF TR | SHSHLD YIELD ETF | 814K | 12K | – |
| CANADIAN NATL RY CO | COM | 515K | 4K | – |
| CARLISLE COS INC | COM | 517K | 1K | – |
| CARRIER GLOBAL CORPORATION | COM | 438K | 7K | – |
| CATERPILLAR INC | COM | 602K | 2K | – |
| CHEVRON CORP NEW | COM | 3M | 20K | – |
| CHIPOTLE MEXICAN GRILL INC | COM | 390K | 6K | – |
| CHUBB LIMITED | COM | 2M | 7K | – |
| CISCO SYS INC | COM | 2M | 44K | – |
| COCA COLA CO | COM | 2M | 27K | – |
| COHEN & STEERS REIT & PFD & | COM | 256K | 13K | – |
| COLGATE PALMOLIVE CO | COM | 585K | 6K | – |
| COMCAST CORP NEW | CL A | 391K | 10K | – |
| CONSOLIDATED EDISON INC | COM | 283K | 3K | – |
| CORNING INC | COM | 447K | 11K | – |
| COSTCO WHSL CORP NEW | COM | 8M | 9K | – |
| CUMMINS INC | COM | 1M | 5K | – |
| DISNEY WALT CO | COM | 271K | 3K | – |
| DOMINION ENERGY INC | COM | 462K | 9K | – |
| DOMINOS PIZZA INC | COM | 1M | 2K | – |
| DONALDSON INC | COM | 423K | 6K | – |
| DT MIDSTREAM INC | COMMON STOCK | 398K | 6K | – |
| DTE ENERGY CO | COM | 678K | 6K | – |
| DUKE ENERGY CORP NEW | COM NEW | 434K | 4K | – |
| DUPONT DE NEMOURS INC | COM | 658K | 8K | – |
| ELI LILLY & CO | COM | 3M | 3K | – |
| EMERSON ELEC CO | COM | 279K | 3K | – |
| EOG RES INC | COM | 209K | 2K | – |
| ESSENTIAL UTILS INC | COM | 1M | 33K | – |
| EXXON MOBIL CORP | COM | 2M | 18K | – |
| FASTENAL CO | COM | 512K | 8K | – |
| FEDEX CORP | COM | 2M | 5K | – |
| FIRST TR EXCHANGE TRADED FD | TECH ALPHADEX | 1M | 9K | – |
| FIRST TR EXCHANGE TRADED FD | FINLS ALPHADEX | 267K | 6K | – |
| FIRST TR EXCHANGE-TRADED FD | SENIOR LN FD | 650K | 14K | – |
| FIRST TR EXCHANGE-TRADED FD | NY ARCA BIOTECH | 216K | 1K | – |
| FIRST TR EXCHANGE-TRADED FD | NASD TECH DIV | 1M | 14K | – |
| FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | 425K | 2K | – |
| FIRST TR NASDAQ 100 TECH IND | SHS | 2M | 9K | – |
| FIRST TR SML CP CORE ALPHA F | COM SHS | 308K | 3K | – |
| FIRST TR SR FLTG RATE INCOME | COM | 2M | 216K | – |
| FIRST TR VALUE LINE DIVID IN | SHS | 2M | 57K | – |
| FORD MTR CO DEL | COM | 180K | 14K | – |
| FORMULA SYSTEMS 1985 LTD | SPONSORED ADS | 525K | 8K | – |
| FREEPORT-MCMORAN INC | CL B | 1M | 23K | – |
| GE AEROSPACE | COM NEW | 242K | 2K | – |
| GENERAL MLS INC | COM | 685K | 11K | – |
| GENUINE PARTS CO | COM | 360K | 3K | – |
| GILEAD SCIENCES INC | COM | 218K | 3K | – |
| GOLDMAN SACHS GROUP INC | COM | 2M | 3K | – |
| HERCULES CAPITAL INC | COM | 387K | 19K | – |
| HILTON WORLDWIDE HLDGS INC | COM | 510K | 2K | – |
| HOME DEPOT INC | COM | 3M | 8K | – |
| HONEYWELL INTL INC | COM | 1M | 5K | – |
| HOWMET AEROSPACE INC | COM | 333K | 4K | – |
| ILLINOIS TOOL WKS INC | COM | 2M | 9K | – |
| INTEL CORP | COM | 460K | 15K | – |
| INTERNATIONAL BUSINESS MACHS | COM | 2M | 10K | – |
| INTUITIVE SURGICAL INC | COM NEW | 319K | 717 | – |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | 673K | 10K | – |
| INVESCO EXCH TRADED FD TR II | S&P SMLCP INDL | 233K | 2K | – |
| INVESCO EXCH TRADED FD TR II | CEF INM COMPSI | 264K | 14K | – |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL STP | 570K | 19K | – |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL HLT | 225K | 8K | – |
| INVESCO EXCHANGE TRADED FD T | INTL DIVI ACHI | 1M | 77K | – |
| INVESCO QQQ TR | UNIT SER 1 | 794K | 2K | – |
| IRON MTN INC DEL | COM | 2M | 24K | – |
| ISHARES TR | U.S. TECH ETF | 538K | 4K | – |
| ISHARES TR | S&P MC 400GR ETF | 209K | 2K | – |
| ISHARES TR | S&P 100 ETF | 3M | 11K | – |
| ISHARES TR | RUSSELL 2000 ETF | 474K | 2K | – |
| ISHARES TR | RUS MID CAP ETF | 245K | 3K | – |
| ISHARES TR | RUS MDCP VAL ETF | 333K | 3K | – |
| ISHARES TR | RUS 2000 GRW ETF | 245K | 934 | – |
| ISHARES TR | RUS 1000 GRW ETF | 208K | 571 | – |
| ISHARES TR | PFD AND INCM SEC | 2M | 55K | – |
| ISHARES TR | MSCI EAFE ETF | 714K | 9K | – |
| ISHARES TR | IBOXX INV CP ETF | 396K | 4K | – |
| ISHARES TR | CORE S&P500 ETF | 283K | 517 | – |
| ISHARES TR | CORE S&P SCP ETF | 2M | 15K | – |
| ISHARES TR | CORE S&P MCP ETF | 994K | 17K | – |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 797K | 16K | – |
| JOHNSON & JOHNSON | COM | 2M | 15K | – |
| JPMORGAN CHASE & CO. | COM | 7M | 35K | – |
| KINDER MORGAN INC DEL | COM | 655K | 33K | – |
| KLA CORP | COM NEW | 2M | 2K | – |
| L3HARRIS TECHNOLOGIES INC | COM | 1M | 6K | – |
| LINDE PLC | SHS | 2M | 4K | – |
| LOCKHEED MARTIN CORP | COM | 1M | 3K | – |
| LOWES COS INC | COM | 311K | 1K | – |
| LULULEMON ATHLETICA INC | COM | 444K | 1K | – |
| MARATHON PETE CORP | COM | 237K | 1K | – |
| MARRIOTT INTL INC NEW | CL A | 1M | 4K | – |
| MARTIN MARIETTA MATLS INC | COM | 300K | 555 | – |
| MASCO CORP | COM | 232K | 3K | – |
| MASTERCARD INCORPORATED | CL A | 698K | 2K | – |
| MCDONALDS CORP | COM | 2M | 6K | – |
| MERCK & CO INC | COM | 766K | 6K | – |
| META PLATFORMS INC | CL A | 677K | 1K | – |
| MICROCHIP TECHNOLOGY INC. | COM | 2M | 25K | – |
| MICROSOFT CORP | COM | 14M | 31K | – |
| MONDELEZ INTL INC | CL A | 758K | 12K | – |
| NEXTERA ENERGY INC | COM | 3M | 36K | – |
| NIKE INC | CL B | 472K | 6K | – |
| NORFOLK SOUTHN CORP | COM | 1M | 6K | – |
| NVIDIA CORPORATION | COM | 8M | 68K | – |
| OMNICOM GROUP INC | COM | 1M | 12K | – |
| OREILLY AUTOMOTIVE INC | COM | 266K | 252 | – |
| PALO ALTO NETWORKS INC | COM | 720K | 2K | – |
| PARKER-HANNIFIN CORP | COM | 1M | 2K | – |
| PAYCHEX INC | COM | 482K | 4K | – |
| PEPSICO INC | COM | 3M | 19K | – |
| PHILIP MORRIS INTL INC | COM | 284K | 3K | – |
| PHILLIPS 66 | COM | 345K | 2K | – |
| PIMCO CORPORATE & INCOME OPP | COM | 171K | 12K | – |
| PIMCO ETF TR | ENHAN SHRT MA AC | 456K | 5K | – |
| PIMCO ETF TR | 0-5 HIGH YIELD | 448K | 5K | – |
| PPG INDS INC | COM | 659K | 5K | – |
| PRICE T ROWE GROUP INC | COM | 329K | 3K | – |
| PROCTER AND GAMBLE CO | COM | 4M | 21K | – |
| PRUDENTIAL FINL INC | COM | 2M | 16K | – |
| PUBLIC STORAGE OPER CO | COM | 684K | 2K | – |
| QUALCOMM INC | COM | 2M | 10K | – |
| REALTY INCOME CORP | COM | 719K | 14K | – |
| RTX CORPORATION | COM | 425K | 4K | – |
| SALESFORCE INC | COM | 749K | 3K | – |
| SANMINA CORPORATION | COM | 263K | 4K | – |
| SCHWAB CHARLES CORP | COM | 310K | 4K | – |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 290K | 4K | – |
| SKYWORKS SOLUTIONS INC | COM | 1M | 12K | – |
| SOUTHERN CO | COM | 2M | 28K | – |
| SPDR GOLD TR | GOLD SHS | 289K | 1K | – |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 277K | 7K | – |
| SPDR S&P 500 ETF TR | TR UNIT | 743K | 1K | – |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 462K | 864 | – |
| SPDR SER TR | S&P DIVID ETF | 2M | 12K | – |
| SPDR SER TR | PORTFOLIO S&P600 | 2M | 53K | – |
| SPDR SER TR | PORTFOLIO S&P500 | 992K | 16K | – |
| SPDR SER TR | PORTFOLIO S&P400 | 397K | 8K | – |
| SPDR SER TR | BBG CONV SEC ETF | 3M | 46K | – |
| SSGA ACTIVE ETF TR | BLACKSTONE SENR | 3M | 82K | – |
| STARBUCKS CORP | COM | 484K | 6K | – |
| STRYKER CORPORATION | COM | 5M | 14K | – |
| TARGA RES CORP | COM | 1M | 10K | – |
| TOPBUILD CORP | COM | 1M | 3K | – |
| TORONTO DOMINION BK ONT | COM NEW | 386K | 7K | – |
| UFP INDUSTRIES INC | COM | 210K | 2K | – |
| UNION PAC CORP | COM | 4M | 16K | – |
| UNITED PARCEL SERVICE INC | CL B | 1M | 7K | – |
| UNITEDHEALTH GROUP INC | COM | 4M | 8K | – |
| VALERO ENERGY CORP | COM | 745K | 5K | – |
| VANECK ETF TRUST | FALLEN ANGEL HG | 964K | 34K | – |
| VANGUARD INDEX FDS | TOTAL STK MKT | 480K | 2K | – |
| VANGUARD INDEX FDS | SML CP GRW ETF | 256K | 1K | – |
| VANGUARD INDEX FDS | SMALL CP ETF | 1M | 5K | – |
| VANGUARD INDEX FDS | MID CAP ETF | 908K | 4K | – |
| VANGUARD INDEX FDS | GROWTH ETF | 383K | 1K | – |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 492K | 11K | – |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 2M | 10K | – |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 737K | 6K | – |
| VERIZON COMMUNICATIONS INC | COM | 755K | 18K | – |
| VISA INC | COM CL A | 3M | 13K | – |
| VULCAN MATLS CO | COM | 387K | 2K | – |
| WALMART INC | COM | 574K | 8K | – |
| WILLIAMS SONOMA INC | COM | 776K | 3K | – |
| WISDOMTREE TR | US SMALLCAP DIVD | 1M | 46K | – |
| WISDOMTREE TR | US MIDCAP DIVID | 3M | 64K | – |
| WISDOMTREE TR | GLB US QTLY DIV | 886K | 23K | – |
| WISDOMTREE TR | EUROPE SMCP DV | 238K | 4K | – |
| WP CAREY INC | COM | 1M | 25K | – |
| XYLEM INC | COM | 617K | 5K | – |
| ZOETIS INC | CL A | 733K | 4K | – |