# TCP Asset Management

TCP Asset Management is a Bank / Wealth / Trust based in Upper Arlington, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Upper Arlington, United States
- **Region:** North America
- **Address:** Columbus, OH, United States
- **Founded:** 2016
- **Assets under management:** Undisclosed
- **Website:** tcpasset.com
- **LinkedIn:** https://www.linkedin.com/company/tcp-asset-management

## Regulatory record

- **CRD number:** 286037
- **SEC file number:** 801-108836
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/286037

## About

TCP Asset Management launched in 2016 in Columbus, Ohio, operating as a registered investment advisor serving high-net-worth individuals, corporations, estates, and charitable organizations. The firm was established against the backdrop of a regional wealth-management expansion in the Midwest, building a practice around integrated financial planning and discretionary portfolio management for clients who typically fall outside the wirehouse target profile. The firm's core service stack combines asset management with financial planning. The firm maintains a lean operational footprint, with its sole office in Columbus. No adjacent philanthropic vehicles, co-investment clubs, or family-office arms have been publicly identified. Team size and leadership names are not disclosed through public records, the firm's website, or regulatory filings. TCP does not publicly report assets under management, total deployment, or investment performance. TCP's structural posture is that of a classic Midwestern RIA: local, planning-led, and institutionally agnostic. No succession structure or ownership model has been disclosed.

## Questions

### What is TCP Asset Management's investment approach?

TCP Asset Management integrates financial planning with discretionary portfolio management, a model common among Midwestern RIAs serving concentrated regional client bases. The firm's public filings describe services for high-net-worth individuals, estates, corporations, and charitable organizations, but TCP has not published a detailed investment philosophy or asset-allocation framework. Without a public track record or disclosed holdings, the specific strategy remains opaque.

### Who runs investment decisions at TCP Asset Management?

TCP Asset Management has not publicly disclosed the names of its principals, portfolio managers, or investment committee members. The firm's regulatory filings and website do not identify leadership, making it impossible to attribute investment decisions to specific individuals. This lack of disclosure is not uncommon for small, regionally focused RIAs that operate primarily through local referral networks rather than institutional marketing.

### Does TCP Asset Management report its assets under management?

No. TCP Asset Management does not publicly report assets under management, and the firm has not disclosed a deployment figure. As a registered investment advisor, TCP files Form ADV with the SEC or state regulators, but the firm has not made AUM data available through public channels. The absence of a disclosed number is typical for small advisory practices that serve a concentrated client base and do not market to institutional allocators.

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Last updated: 2026-08-11T02:43:31.692Z

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