# TPK Advisors LLC

> TPK Advisors LLC is a state-registered investment advisory firm in Edgewater, NJ, registered since 2010, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 152633
- Filed as: TPK ADVISORS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Edgewater, NJ
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/152633
- AdvisorCensus page: https://advisorcensus.com/firm/tpk-advisors-llc-edgewater-nj-152633

## Quick answers

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

**Where is TPK Advisors LLC located?**
TPK Advisors LLC's principal office is in Edgewater, NJ, according to its Form ADV.

**Is TPK Advisors LLC registered with the SEC or a state?**
TPK Advisors LLC is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 152633.

**How much does TPK Advisors LLC manage?**
TPK Advisors LLC reports $24,255,093 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**What types of clients does TPK Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (52); high net worth individuals (8).

**Does TPK Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/152633

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $24,255,093
- Discretionary: $24,255,093
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 52 | $3,520,900 |
| High net worth individuals | 8 | $20,734,193 |

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

### Firm details
- Registered since: 2010 (16 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, NJ, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. TPK Advisors LLC (CRD 152633): Form ADV filing data as of October 2026.