# TLG Advisors, Inc.

> TLG Advisors, Inc. is an SEC-registered investment advisory firm in Summit, NJ, registered since 2001, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 111052
- Filed as: TLG ADVISORS, INC.
- 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)
- Location: Summit, NJ
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/111052
- AdvisorCensus page: https://advisorcensus.com/firm/tlg-advisors-inc-summit-nj-111052

## Quick answers

**How is TLG Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), TLG Advisors, Inc. 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 TLG Advisors, Inc. located?**
TLG Advisors, Inc.'s principal office is in Summit, NJ, according to its Form ADV; the April 2026 filing also lists 77 other offices (Schedule D, Section 1.F).

**Is TLG Advisors, Inc. registered with the SEC or a state?**
TLG Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2001. Status as filed: Approved. CRD 111052.

**How much does TLG Advisors, Inc. manage?**
TLG Advisors, Inc. reports $2,295,865,632 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (78% discretionary).

**How have TLG Advisors, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for TLG Advisors, Inc.: 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. Assets under management move with markets as well as with clients coming and going.

**What types of clients does TLG Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (4,717); high net worth individuals (301); corporations or other businesses not listed above (107).

**Which custodians does TLG Advisors, Inc. use?**
TLG Advisors, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC, Pershing Advisor Solutions LLC and SEI Investments Distribution Co. as custodians holding 10% or more of its separately managed account assets.

**Does TLG Advisors, Inc. report any disciplinary disclosures?**
Reports 4 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation), 11.D(5) (another regulator's denial, suspension, or revocation of a registration or license, bar, or restriction), 11.E(2) (self-regulatory organization's finding of a rule violation), and 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/111052

**What changed in TLG Advisors, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: 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.

## 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))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC
- Pershing Advisor Solutions LLC
- SEI 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.

### Regulatory assets under management (Item 5.F)
- Total: $2,295,865,632
- Discretionary: $1,791,330,076
- Non-discretionary: $504,535,556

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4,717 | $1,603,667,148 |
| High net worth individuals | 301 | $554,634,989 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 28 | $47,504,396 |
| Charitable organizations | 8 | $1,900,142 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | 107 | $88,158,957 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2001 (25 years)
- Employees: 290 total, 155 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
- Disclosures (Item 11): Reports 4 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 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. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/111052

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Ann Arbor, MI
- Arlington Heights, IL
- Arvada, CO
- Bartlett, TN
- Baton Rouge, LA
- Bernardsville, NJ
- Boston, ME
- Burnet, TX
- Camillus, NY
- Chesterfield, VA
- Chevy Chase, MD
- Chicago, IL
- Cloverdale, CA
- Cold Spring Harbor, NY
- Colliersville, TN
- Columbus, OH
- Crystal Lake, IL
- Deerfield, IL
- Denver, CO
- Dix Hills, NY
- Dublin, GA
- Elkins Park, PA
- Excelsior, MN
- Fargo, ND
- Farmington, UT
- Florence, SD
- Franklin, TN
- Gillette, WY
- Guntersville, AL
- Harrisonburg, VA
- Haverhill, MA
- Hickory, NC
- Hingham, MA
- Indianapolis, IN
- Jackson, MS
- Jacksonville, FL
- Kennesaw, GA
- Kingsport, TN
- Lafollette, TN
- Laguna Hills, CA
- Lancaster, PA
- Lincoln, NE
- Los Angeles, CA
- Louisville, KY
- Machesney Park, IL
- Maitland, FL
- Marietta, GA
- Marshall, TX
- McDonough, GA
- Mercer Island, WA
- Meridian, ID
- Miami Beach, FL
- Minnetonka, MN
- Nashville, TN
- Newark, DE
- Norfolk, VA
- Oklahoma City, OK
- Omaha, NE
- Overland Park, KS
- Pasadena, CA
- Pittsburgh, PA
- Raleigh, NC
- Rolling Meadows, IL
- Sacramento, CA
- Salisbury, MD
- Salt Lake City, UT
- San Diego, CA
- Santa Monica, CA
- Sarasota, FL
- Sherman Oaks, CA
- Southfield, MI
- Spring, TX
- Sunnyvale, CA
- Torrance, CA
- Tupelo, MS
- Visalia, CA
- Warwick, RI

### Websites listed on Form ADV (Item 1.I)
- [starlightportfolios.com](https://starlightportfolios.com)
- [tlgadvisors.net](https://tlgadvisors.net)
- LinkedIn linkedin.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,164,454,813 | 175 | September 15, 2021 |
| October 2022 | $1,103,911,030 | 244 | March 30, 2022 |
| October 2023 | $1,620,548,890 | 264 | September 7, 2023 |
| October 2024 | $1,661,324,827 | 264 | March 29, 2024 |
| October 2025 | $1,948,103,893 | 280 | July 22, 2025 |
| October 2026 | $2,295,865,632 | 290 | March 31, 2026 |

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.

## Changes in the filing (last 12 months)

### 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. TLG Advisors, Inc. (CRD 111052): Form ADV filing data as of October 2026.