$997.2M Total AUM
$997.2M Disc. AUM
-- 3Y CAGR
19 Employees
1,342 ADV. Clients
11 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Crest radial
- Established Date
- 10-15-2014
- Office Locations
- 7
Office Locations
1052 N. Western Ave. Lake Forest IL
24 Greenway Plaza STE 1800-O Houston TX
312 Tristate Pkwy. Suite 200 Gurnee IL
About Tsfg, LLC
TSFG, LLC is an independent wealth management firm serving individuals and business owners, with a specialty in Greater Chicagoland healthcare professionals (e.g., Baxter, Abbott, Cardinal Health). The team builds comprehensive plans around investing and retirement timing, using diversified portfolios that may include ETFs, mutual funds, and fixed income, and brings in outside tax/legal partners as needed.
Team overview
56 AVG AGE
$76.7M AVG AUM / ADVISOR
$743.1K AVG AUM / CLIENT
5.8 yrs AVG TENURE
19 Employees
13 Advisory Reps
13 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Frontier quantum Foundation Insight
Client Personas
Element pioneer
Custodian
Ridge Horizon
Investment Themes
Bridge oak Peak meridian
Investment Vehicles
Timber Eagle alpha
Services
Focus delta Vertex fusion Optima glacier Legacy alpha Unison Timber Matrix Wave Horizon quantum Summit Matrix Zenith
Technology
Alpha
Owner & Executives
DANIEL JOSEPH BOUSKA
Owner
- CRD
- #1887073
- Ownership
- Less than 5%
(243) 866-1610
north.prime@legacycapital.com
in linkedin.com/in/optima-bridge
JEFFREY P FEINENDEGEN
Chief Executive Officer, Managing Member, Managing Partner
- CRD
- #4202523
- Ownership
- Less than 5%
(343) 594-2600
delta.radial@horizoncapital.com
in linkedin.com/in/pathway-catalyst
I
Insight eagle
Fusion alpha glacier
- CRD
- #34503
- Ownership
- 37.0%
(759) 360-5817
wave.matrix@ridgecapital.com
in linkedin.com/in/zenith-vertex
Showing 2 of 5 owners & executives
Unlock allContacts
B
BRADLEY A. BRUNA
--
- CRD
- #4260364
(527) 592-9854
legacy.crest@capitalcapital.com
in linkedin.com/in/vertex-atlas
J
John Thomas Graham
President
- CRD
- #7871183
(830) 279-2188
focus.vector@unisoncapital.com
in linkedin.com/in/vertex-beacon
G
Glacier pathway
Fusion frontier
- CRD
- #84029
(865) 647-5161
meridian.ember@optimacapital.com
in linkedin.com/in/meridian-beacon
Showing 2 of 13 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $997,218,360 | $350,393 |
| Non-Discretionary | $0 | -- |
| Total | $997,218,360 | $350,393 |
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Separately Managed Accounts
Total SMA Asset: $997,218,360
Public Funds:
19.9% Equity - Exchange:
22.6% Cash:
18.8% U.S. Government/Agency:
23.2% Corporate - Investment Grade:
11.2% Municipal Bonds:
4.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,530,162,544 | 19.9% |
| Equity - Exchange | $1,737,772,537 | 22.6% |
| Cash | $1,445,580,694 | 18.8% |
| U.S. Government/Agency | $1,783,908,091 | 23.2% |
| Corporate - Investment Grade | $861,197,009 | 11.2% |
| Municipal Bonds | $330,638,138 | 4.3% |
| Total | $7,689,259,013 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OAK TIMBER MATRIX | BRIDGE WAVE | NN9F2BSL7 | ECEZE | 2.12% | $5,806,806 |
| VALUE HORIZON | FRONTIER QUANTUM | CZEE83LWQ | EZL | 0.89% | $51,548,958 |
| MERIDIAN BEACON | FOCUS BEACON | 24CZCWNMH | GNMYD | 1.11% | $73,648,084 |
| WAVE QUANTUM | INSIGHT GLACIER | CTH8AY061 | SUC | 9.95% | $67,286,994 |
| CAPITAL INSIGHT | LEGACY MERIDIAN | I0EE2D35O | YYIN | 11.86% | $55,436,784 |
| HORIZON SIGNAL BEACON | FOUNDATION TIMBER | BVHSLZTD9 | XDCR | 5.79% | $115,013,615 |
| QUANTUM FUSION | ELEMENT NORTH | 8ALBLX2B4 | XYNGV | 8.39% | $5,006,143 |
| PATHWAY VERTEX | HORIZON BRIDGE | 92VXMI5R7 | AEW | 4.72% | $71,694,557 |