RIA Intel›Advisers›Washington›TKG FINANCIAL LLC

TKG FINANCIAL LLC

Advisory

WA

Data as of Jan 29, 2026 · Source: SEC Form ADV

Average account
$185K
across 84 accounts
AUM per adviser
$16M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 29, 2026.

Total AUM
$16M
Discretionary %
100%
Clients
27
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$16M
Discretionary AUM$16M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients27
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, FL, WA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in WA

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

PACIFIC CAPITAL CONSULTING INC
SEATTLE, WA
$16M
-44.4% 1Y
UPFRONT FINANCIAL PLANNING, LLC
SPOKANE, WA
$15M
JRS INVESTMENTS AND WEALTH PRESERVATION, LLC
$15M
EDWIN LANE FINANCIAL SERVICES, LLC
$16M
WALLA WALLA WEALTH ADVISORS, LLC
WALLA WALLA, WA
$16M
GUILLET CAPITAL MANAGEMENT, LLC
BELLEVUE, WA
$15M

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