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- Custodian
- Charles Schwab & Company · SEI
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-03-2017
- Office Locations
- 14
Office Locations
About TCP Asset Management, LLC
TCP Asset Management is an independent, fiduciary wealth management and planning firm serving successful individuals and their families. The team emphasizes ongoing collaboration, transparent advice, and portfolio construction tailored to each client’s situation. Portfolios primarily use public funds and ETFs and may incorporate insurance/annuities when appropriate. Based in Upper Arlington, OH, with a multi-office footprint and Charles Schwab custody.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOSHUA RICHARD ALLEN
Chief Executive Officer, PARTNER
- CRD
- #5074710
- Ownership
- 25% but less than 50%
PHILIP HUNTER BERVIG
Chief Investment Officer, PARTNER
- CRD
- #5081514
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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ALYSE NICOLE BREIDENBACH
--
- CRD
- #6368793
DALE EDWARD BUCKNER
President
- CRD
- #1838126
Showing 2 of 25 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,149,896,143 | $233,814 |
| Non-Discretionary | $32,815,599 | $318,598 |
| Total | $1,182,711,742 | $235,553 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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