Tsg Advice Partners, Llc
- Regulatory AUM
- $867M
- Discretionary
- $867M
- Clients
- 1,157
- Avg AUM / client
- $749K
- Accounts
- 3,609
- Employees
- 16
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 874 | $305M | 35.1% |
| High net worth individuals | 278 | $551M | 63.6% |
| Charitable organizations | 5 | $9.5M | 1.09% |
| Corporations and other businesses | Fewer than 5 clients | $1.3M | 0.15% |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Alvin Koranteng Asiamah | Managing Member | Nov 2019 (7y) | 25% – 50% | |
| Christopher Drue Schumacher | Managing Member | CFP | Nov 2019 (7y) | 25% – 50% |
| Isao Lee Shoji | Managing Member And Chief Compliance Officer | CFP | Nov 2019 (7y) | 25% – 50% |
| John Bennett Loveday | Registered representative | CFP | Nov 2020 (6y) | |
| Meghan Marie Mader | Registered representative | CFP | Nov 2020 (6y) | |
| Blake H. Farmer | Registered representative | Nov 2020 (6y) | ||
| Jonathan J Roby | Registered representative | CFP | Nov 2020 (6y) | |
| Angel Renae Brown | Registered representative | CFP | Sep 2021 (5y) | |
| Misty Blu Cherniss | Registered representative | CFP | Aug 2022 (4y) | |
| Lindsay Nichole Wolf | Registered representative | Sep 2024 (2y) | ||
| Ryan Anthony Leary | Registered representative | CFP | Oct 2024 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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) | 03/30/2026 | 1.04 MB | 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Fidelity Brokerage Services $770M (89% of AUM) Mar 2026
- National Financial Services (Fidelity) $459M (92% of AUM) Mar 2022
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: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗