CRD: 137073
TCP Investments LLC
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-17-2005
- Office Locations
- 1
Office Locations
About TCP Investments LLC
TCP Investments, LLC is a registered investment adviser based in St. Petersburg, Florida, providing financial planning, insurance-related services, and portfolio construction focused on asset allocation, primarily using mutual funds/public funds. The firm limits marketing and advisory business to states where it is registered (Florida, Texas, and Wisconsin), with website access gated accordingly.
Team overview
Insights
Investment Themes
Investment Vehicles
Services
Owner & Executives
ROBERT LESLIE JOHNSON
Chief Compliance Officer, Chief Investment Officer, President
- CRD
- #5027864
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,821,291 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,821,291 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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