TLG Advisors, Inc.

• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

The brochure lists different fees for different services or strategies. See the firm's brochure (dated March 31, 2026) for its fees and any account minimum, on the SEC's IAPD site.

$2,295,865,632 as of October 2026, filing dated March 31, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Portfolio management for pooled investment vehicles (other than investment companies)
• Portfolio management for businesses (other than small businesses) or institutional clients
• Pension consulting services
• Selection of other advisers (including private fund managers)
• Educational seminars/workshops
• Other

Also doing business as

ASSET MANAGEMENT GROUP, CANTILEVER WEALTH MANAGEMENT LLC, CLARITY FINANCIAL, GARLIKOV ADVISORS INC, GERRARD ADVISORS LLC, GIDEON STRATEGIC PARTNERS,, GOAL LINE CAPITAL, HANSON WEALTH MANAGEMENT, HN WEALTH MANAGEMENT, INSLEY INVESTMENT GROUP LLC, K&M WEALTH ADVISORS, LLC, MACK FINANCIAL GROUP, INC, MILESTONE FINANCIAL SOLUTIONS, PASSERELLE ADVISORS, RAABE & ASSOCIATES, RESOURCE INSURANCE & FINANCIAL GROUP, SENIOR FINANCIAL PLANNING LLC, STARLIGHT PORTFOLIOS, STRATEGIC PLANNING GROUP PLLC, WEALTH STRATEGIES GROUP

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2001 (25 years)

Employees

Total: 290. Performing investment advisory functions: 155.

Wrap fee program participation

No.

Custodians (Schedule D, Section 5.K(3))

Charles Schwab & Co., Inc.Fidelity Brokerage Services LLCPershing Advisor Solutions LLCSEI Investments Distribution Co.

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.

Other offices (Schedule D, Section 1.F)

77 other offices, as of the April 2026 filing

Ann Arbor, MIArlington Heights, ILArvada, COBartlett, TNBaton Rouge, LABernardsville, NJBoston, MEBurnet, TXCamillus, NYChesterfield, VAChevy Chase, MDChicago, ILCloverdale, CACold Spring Harbor, NYColliersville, TNColumbus, OHCrystal Lake, ILDeerfield, ILDenver, CODix Hills, NYDublin, GAElkins Park, PAExcelsior, MNFargo, NDFarmington, UTFlorence, SDFranklin, TNGillette, WYGuntersville, ALHarrisonburg, VAHaverhill, MAHickory, NCHingham, MAIndianapolis, INJackson, MSJacksonville, FLKennesaw, GAKingsport, TNLafollette, TNLaguna Hills, CALancaster, PALincoln, NELos Angeles, CALouisville, KYMachesney Park, ILMaitland, FLMarietta, GAMarshall, TXMcDonough, GAMercer Island, WAMeridian, IDMiami Beach, FLMinnetonka, MNNashville, TNNewark, DENorfolk, VAOklahoma City, OKOmaha, NEOverland Park, KSPasadena, CAPittsburgh, PARaleigh, NCRolling Meadows, ILSacramento, CASalisbury, MDSalt Lake City, UTSan Diego, CASanta Monica, CASarasota, FLSherman Oaks, CASouthfield, MISpring, TXSunnyvale, CATorrance, CATupelo, MSVisalia, CAWarwick, RI

States registered or notice-filed

49 states or jurisdictions

ALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAWAWIWVWY

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

4 Reports 4 disclosure items on Form ADV Item 11. View on IAPD.

Questions answered yes on this filing

Regulatory matters Items 11.C to 11.G

• 11.D(2) Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
• 11.D(5) Has another federal regulator, a state regulator, or a foreign financial regulator ever denied, suspended, or revoked the registration or license of the firm or an advisory affiliate, prevented either by order from associating with an investment-related business, or restricted either one's activity?
• 11.E(2) Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?
• 11.E(4) Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $1,164,454,813 in the October 2021 data and $2,295,865,632 in the October 2026 data, up 97%.

Total employees: 175 in October 2021 and 290 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. April 2026
   • No longer lists the business name Pacific Capital Strategies, Inc..
   • No longer lists the business name Abundant Wealth Management.
   • Added the business name K&M Wealth Advisors, LLC.
   • Added the business name Goal Line Capital.
   • Employees performing advisory functions went from 147 to 155.
   • Regulatory assets under management went from $1,948,103,893 to $2,295,865,632 (+18%).
   • Changed its office addresses in Overland Park, KS.
   • Changed its office addresses in Raleigh, NC.
   • Added an office in Bernardsville, NJ.
   • Added an office in Burnet, TX.
   • Added an office in Deerfield, IL.
   • Added an office in Denver, CO.
   • Added an office in Fargo, ND.
   • Added an office in Harrisonburg, VA.
   • Added an office in Louisville, KY.
   • Added an office in Oklahoma City, OK.
   • Added an office in Omaha, NE.
   • Added an office in Sacramento, CA.
   • Added an office in San Diego, CA.
   • Added an office in Sarasota, FL.
   • Added an office in Tupelo, MS.
   • No longer lists an office in Algonquin, IL.
   • No longer lists an office in Bradenton, FL.
   • No longer lists an office in Costa Mesa, CA.
   • No longer lists an office in Dripping Springs, TX.
   • No longer lists an office in Elkhorn, NE.
   • No longer lists an office in Northbrook, IL.
   • No longer lists an office in Stamford, CT.
   • No longer lists an office in Steubenville, OH.
   • No longer lists an office in Wilmington, DE.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.