Tvfp, Llc
SEC-registered
Insurance-Affiliated · Small ($100M–$1B)
CRD 341732
· SEC file 801-136321
· Meridian, ID
· www.facebook.com
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ADV data as of Sep 16, 2026
- Regulatory AUM
- $336M
- Discretionary
- $336M
- Clients
- 541
- Avg AUM / client
- $621K
- Accounts
- 1,590
- Employees
- 10
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 441 | $149M | 44.5% |
| High net worth individuals | 99 | $186M | 55.4% |
| Corporations and other businesses | 1 | $406K | 0.12% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Bruce Morrison | Registered representative | CFP | May 2026 (0y) | |
| Eugene Albert Delarosa | Registered representative | CFP | May 2026 (0y) | |
| Jonathan Tyler Belnap | Registered representative | May 2026 (0y) | ||
| Justin Dillan Egbert | Registered representative | CFP | May 2026 (0y) | |
| Kendell Wesley Frye | Registered representative | CFP | May 2026 (0y) | |
| Matthew Cannon Jones | Registered representative | May 2026 (0y) | ||
| Patrick D Collins | Registered representative | May 2026 (0y) | ||
| Ethan Farar | 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) | 05/27/2026 | 852 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
- • Fixed fees
- • Commissions
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Sep 16, 2026.
View current Form ADV (SEC/IAPD) ↗