# Asendo Wealth Advisory

> Asendo Wealth Advisory is an SEC-registered investment advisory firm in Columbus, OH, registered since 2019, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated October 1, 2026.

- CRD: 305999
- Filed as: ASENDO WEALTH ADVISORY
- Legal name: TSG Advice Partners, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Columbus, OH
- Filing period: October 2026
- Form ADV filing dated: October 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/305999
- AdvisorCensus page: https://advisorcensus.com/firm/asendo-wealth-advisory-columbus-oh-305999

## Quick answers

**How is Asendo Wealth Advisory compensated?**
On its Form ADV (Item 5.E, October 2026), Asendo Wealth Advisory reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Asendo Wealth Advisory located?**
Asendo Wealth Advisory's principal office is in Columbus, OH, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Asendo Wealth Advisory registered with the SEC or a state?**
Asendo Wealth Advisory is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 305999.

**How much does Asendo Wealth Advisory manage?**
Asendo Wealth Advisory reports $866,510,470 in regulatory assets under management in its Form ADV filing dated October 1, 2026 (100% discretionary).

**How have Asendo Wealth Advisory's assets and staff changed since 2021?**
In the Form ADV data for Asendo Wealth Advisory: Regulatory assets under management: $373,232,902 in the October 2021 data and $866,510,470 in the October 2026 data, up 132%. Total employees: 8 in October 2021 and 16 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Asendo Wealth Advisory serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (874); high net worth individuals (278); charitable organizations (5).

**Which custodians does Asendo Wealth Advisory use?**
Asendo Wealth Advisory's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Asendo Wealth Advisory report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/305999

**What changed in Asendo Wealth Advisory's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $762,215,226 to $866,510,470 (+14%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $866,510,470
- Discretionary: $866,510,470
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 874 | $304,518,584 |
| High net worth individuals | 278 | $551,237,777 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 5 | $9,468,479 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $1,285,630 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2019 (6 years)
- Employees: 16 total, 12 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, GA, IL, IN, LA, MA, MD, NC, NH, NY, OH, PA, SC, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Columbus, OH

### Websites listed on Form ADV (Item 1.I)
- tsgadvice.com
- vimeo.com/tsgadvice
- Facebook @TSGAdvicePartners
- LinkedIn @tsg-advice-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $373,232,902 | 8 | March 29, 2021 |
| October 2022 | $501,326,423 | 12 | March 31, 2022 |
| October 2023 | $482,910,360 | 12 | March 31, 2023 |
| October 2024 | $613,316,721 | 12 | August 26, 2024 |
| October 2025 | $762,215,226 | 17 | March 25, 2025 |
| October 2026 | $866,510,470 | 16 | October 1, 2026 |

Regulatory assets under management: $373,232,902 in the October 2021 data and $866,510,470 in the October 2026 data, up 132%.
Total employees: 8 in October 2021 and 16 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $762,215,226 to $866,510,470 (+14%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Asendo Wealth Advisory (CRD 305999): Form ADV filing data as of October 2026.