# TDA Investment Group

TDA Investment Group is a Registered Investment Adviser based in San Mateo, United States.

## Overview

- **Organization type:** Registered Investment Adviser
- **Headquarters:** San Mateo, United States
- **Region:** North America
- **Address:** San Mateo, CA, United States
- **Assets under management:** $969.3M regulatory AUM (Form ADV, December 2025)
- **Website:** tdainc.com

## Regulatory record

- **CRD number:** 112016
- **SEC file number:** 801-39280
- **Registration status:** Registered
- **Latest Form ADV filing:** 2025-12-15
- **Reports private funds:** Yes

## About

TDA Investment Group is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 112016, SEC file 801-39280), with its main office in San Mateo, California. Its Form ADV filed on 15 December 2025 reports $969.3M in regulatory assets under management across 4 accounts. The firm reports that it advises one or more private funds.

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Updated: 2026-10-14T20:19:47.948Z

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