Tkg Advisors, Llc
- Regulatory AUM
- $308M
- Discretionary
- $308M
- Clients
- 321
- Avg AUM / client
- $960K
- Accounts
- 885
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 205 | $74.5M | 24.2% |
| High net worth individuals | 116 | $204M | 66.3% |
| Pension and profit sharing plans | Fewer than 5 | $3.4M | 1.09% |
| Charitable organizations | Fewer than 5 | $26.1M | 8.47% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Wesley Michael Kotys | Managing Member/Chief Executive Offer//Chief Compliance Officer | CFP | Sep 2013 (13y) | 75% or more |
| Kotys, Sarah, Elizabeth | Chief Financial Officer | Nov 2014 (12y) | Less than 5% | |
| Myers, Megan, May | Chief Operations Officer | Dec 2021 (5y) | Less than 5% | |
| Ryan Allen Kotys | Registered representative | Nov 2013 (13y) | ||
| Erik Michael Bagley | Registered representative | Jun 2024 (2y) | ||
| Drew Stephen Vesling | Registered representative | Mar 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Wesley M. Kotys Revocable Trust Dated April 5, 2023 | Owner | Apr 2023 | A | 75% or more |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/24/2026 | 902 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Other fees
- • PERCENTAGE RETIREMENT PLAN ASSETS UNDER ADVISEMENT
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $308M (100% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 24, 2026.
View current Form ADV (SEC/IAPD) ↗