Tip Group Llc
- Regulatory AUM
- $59.0M
- Discretionary
- $59.0M
- Clients
- 372
- Avg AUM / client
- $159K
- Accounts
- 773
- Employees
- 12
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 361 | $37.0M | 62.7% |
| High net worth individuals | 11 | $22.0M | 37.3% |
People (13)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Tehrrek Lee Fitzpatrick | Registered representative | Sep 2022 (4y) | ||
| Phillip Edward Hammett | Registered representative | Oct 2022 (4y) | ||
| Luke Jander | Registered representative | Nov 2022 (4y) | ||
| Nikolas Jose Daboin | Registered representative | Apr 2024 (2y) | ||
| Cameron Robert Cooper | Registered representative | May 2024 (2y) | ||
| Travis Lee Zimmerman | Registered representative | Mar 2025 (1y) | ||
| Neil Robert Linden | Registered representative | Aug 2025 (1y) | ||
| Steven B Sigloch | Registered representative | Nov 2025 (1y) | ||
| Kamela Ophelic Mechthilde Scarbeck | Registered representative | Jan 2026 (1y) | ||
| Jacob Wayne Lewis | Registered representative | May 2026 (0y) | ||
| Jose D Garcia | Registered representative | May 2026 (0y) | ||
| Patrick G Murphy | Registered representative | May 2026 (0y) | ||
| Jackson Rowe | Registered representative | Jul 2026 (0y) |
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) | 07/08/2026 | 1.09 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $59.0M (100% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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 27, 2026.
View current Form ADV (SEC/IAPD) ↗