RIA Intel›Advisers›Delaware›TCS FINANCIAL SERVICES, INC

TCS FINANCIAL SERVICES, INC

Advisory

Data as of Jan 26, 2026 · Source: SEC Form ADV

Average account

$1M

across 61 accounts

AUM per adviser

$81M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 26, 2026.

Total AUM

$81M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$81M

Discretionary AUM$81M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients26

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InFL, NC, NY, PA

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

26 clients

16 high-net-worth

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

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Advisers of similar size in DE

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

ORIGIN WEALTH ADVISERS LLC

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DGM ASSET MANAGEMENT, L.L.C.

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-35.3% 1Y

IAPETUS CAPITAL, INC.

$80M

ROCKFORD FINANCIAL PLANNING LLC

$80M

COMPOSURE WEALTH MANAGEMENT, LLC

$83M

RSD ADVISORS, LLC

$78M

+28.8% 1Y

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