TCS FINANCIAL SERVICES, INC.

TCS FINANCIAL SERVICES, INC. is an SEC-registered investment adviser (CRD 136148). Regulatory assets under management: $80.9M.

Registration

• CRD: 136148
• Type: Registered investment adviser
• Phone: 877-827-4685
• Latest filing: 2026-01-26
• Regulatory AUM: $80.9M
• Discretionary AUM: $80.9M
• Clients: 1
• Accounts: 61

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 136148 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search