# TGS Financial Advisors

> TGS Financial Advisors is an SEC-registered investment advisory firm in Radnor, PA, registered since 1991, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 3, 2026.

- CRD: 107289
- Filed as: TGS FINANCIAL ADVISORS
- Legal name: Professional Financial Advisors Inc
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Radnor, PA
- Filing period: October 2026
- Form ADV filing dated: March 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/107289
- AdvisorCensus page: https://advisorcensus.com/firm/tgs-financial-advisors-radnor-pa-107289

## Quick answers

**How is TGS Financial Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), TGS Financial Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is TGS Financial Advisors located?**
TGS Financial Advisors' principal office is in Radnor, PA, according to its Form ADV.

**Is TGS Financial Advisors registered with the SEC or a state?**
TGS Financial Advisors is an SEC-registered investment advisory firm, registered since 1991. Status as filed: Approved. CRD 107289.

**How much does TGS Financial Advisors manage?**
TGS Financial Advisors reports $425,986,789 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (99% discretionary).

**How have TGS Financial Advisors' assets and staff changed since 2021?**
In the Form ADV data for TGS Financial Advisors: Regulatory assets under management: $322,814,451 in the October 2021 data and $425,986,789 in the October 2026 data, up 32%. Total employees: 13 in October 2021 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does TGS Financial Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (159); high net worth individuals (100).

**Which custodians does TGS Financial Advisors use?**
TGS Financial Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James Financial Services, Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does TGS Financial Advisors 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/107289

**What changed in TGS Financial Advisors' recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $359,389,701 to $425,986,789 (+19%).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Raymond James Financial Services, Inc.

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: $425,986,789
- Discretionary: $421,272,260
- Non-discretionary: $4,714,529

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 159 | $58,369,791 |
| High net worth individuals | 100 | $367,616,998 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 1991 (35 years)
- Employees: 13 total, 7 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, DE, FL, GA, LA, MD, NC, NH, NJ, NY, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- tgsfin.com
- tgsfinancial.com
- triage-md.com
- triagemd.com
- vimeo.com/140471594
- Facebook @tgsfinancial
- Facebook @triagemd
- Instagram @triage_md
- LinkedIn @tgs-financial-advisors
- LinkedIn @triagemd
- X @triage_md
- X @triage_md

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $322,814,451 | 13 | September 13, 2021 |
| October 2022 | $357,569,188 | 12 | March 31, 2022 |
| October 2023 | $312,186,783 | 9 | August 11, 2023 |
| October 2024 | $339,915,094 | 14 | April 8, 2024 |
| October 2025 | $359,389,701 | 14 | March 22, 2025 |
| October 2026 | $425,986,789 | 13 | March 3, 2026 |

Regulatory assets under management: $322,814,451 in the October 2021 data and $425,986,789 in the October 2026 data, up 32%.
Total employees: 13 in October 2021 and 13 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $359,389,701 to $425,986,789 (+19%).

### January 2026
- No longer registered or notice-filed in MA.

### December 2025
- Registered or notice-filed in MD.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. TGS Financial Advisors (CRD 107289): Form ADV filing data as of October 2026.