RIA Intel›Advisers›Florida›TC & K PARTNERS LLC

TC & K PARTNERS LLC

Advisory

FL

Data as of Feb 20, 2026 · Source: SEC Form ADV

Rank in FL

#1,658

of 2,610 advisers by AUM

Average account

$1M

across 43 accounts

AUM per adviser

$23M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 20, 2026.

Total AUM

$46M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$46M

Discretionary AUM$46M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients43

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, FL, NY, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

43 clients

19 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

WEALTH MANAGEMENT AMERICA, LLC

PALM BEACH GARDENS, FL

$46M

SPENCER SMITH ASSET MANAGEMENT, INC.

$46M

$46M

SUPPORTING YOUR CHOICES INC.

$46M

PERSONAL FINANCIAL ADVISORS, LLC

$46M

ALTIOR CAPITAL MANAGEMENT LLC

WINTER PARK, FL

$46M

Get the full picture on TC & K PARTNERS LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track TC & K PARTNERS LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans