TCP Investments LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,821,291
Clients
10
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
10
LowAverage account size
$182,129
About
TCP Investments provides investment advice exclusively to individual clients using mutual funds, offering discretionary management for ProFunds accounts and trade recommendations for clients’ 401(k)/403(b) plans. The firm operates with a small client base and manages a modest amount of client assets.
The firm’s investment approach is market timing driven by technical analysis and charting tools, identifying bull or bear trends and frequently switching allocations between mutual funds; trades may be short term and held less than 30 days. For ProFunds clients the firm executes group, discretionary trades simultaneously across clients, whereas retirement-plan clients receive recommendations they implement themselves.
Noteworthy aspects include the use of leveraged ProFunds within its aggressive V08 sleeve and an explicit short‑term, technical market‑timing strategy, which is atypical and carries higher risk compared with the longer‑term portfolio management common among peers. The firm is small in scale and maintains limited custody solely to facilitate quarterly fee deductions rather than broader account control, and the principal draws on decades of personal market‑timing experience from a prior career outside finance.
Client services
Portfolio management
Metastock,stockcharts
Expertise
Active portfolio management
Fee options
$0+: 0.5% quarterly (ProFunds V08 group) $0+: 0.25% quarterly (ProFunds AAU group, 401k/403b clients)
Account minimum: $5,000 Fee-only: 0.5% quarterly for ProFunds V08 group; 0.25% quarterly for ProFunds AAU and 401k/403b clients
Main office location
TCP Investments LLC
St Petersburg FL, United States
Number of offices
1
Most active in
TCP Investments LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Texas · Wisconsin
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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