# TTP Investments, Inc.

> TTP Investments, Inc. is an SEC-registered investment advisory firm in San Jose, CA, registered since 2016, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 284082
- Filed as: TTP INVESTMENTS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Jose, CA
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/284082
- AdvisorCensus page: https://advisorcensus.com/firm/ttp-investments-inc-san-jose-ca-284082

## Quick answers

**How is TTP Investments, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), TTP Investments, Inc. reports these compensation arrangements: a percentage of assets under its management; other.

**How much does TTP Investments, Inc. charge?**
Its Form ADV Part 2A brochure dated March 25, 2026 states: Hourly rate: $400 an hour (Tax advice services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is TTP Investments, Inc. located?**
TTP Investments, Inc.'s principal office is in San Jose, CA, according to its Form ADV.

**Is TTP Investments, Inc. registered with the SEC or a state?**
TTP Investments, Inc. is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 284082.

**How much does TTP Investments, Inc. manage?**
TTP Investments, Inc. reports $570,595,563 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**How have TTP Investments, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for TTP Investments, Inc.: Regulatory assets under management: $226,449,066 in the October 2021 data and $570,595,563 in the October 2026 data, up 152%. Total employees: 2 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does TTP Investments, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (226); high net worth individuals (155); charitable organizations (1).

**Which custodians does TTP Investments, Inc. use?**
TTP Investments, Inc.'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 TTP Investments, Inc. 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/284082

**Does TTP Investments, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated March 25, 2026 says: "TTP Investments does not require a minimum initial investment from its asset management clients."

**What changed in TTP Investments, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $485,281,841 to $570,595,563 (+18%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 25, 2026)

- Account minimum: None

> TTP Investments does not require a minimum initial investment from its asset management clients.

- Hourly rate: $400 an hour (Tax advice services)

> Tax advice services provided by the Tax Practice, Inc., an affiliate of the Adviser, are billed on an hourly basis at a rate of $400 an hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### 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: $570,595,563
- Discretionary: $570,595,563
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 226 | $70,033,668 |
| High net worth individuals | 155 | $499,883,378 |
| Charitable organizations | 1 | $678,517 |

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

### Firm details
- Registered since: 2016 (10 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, IL, NH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ttp-investments.com
- LinkedIn @harris-willner-4372b9

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $226,449,066 | 2 | March 29, 2021 |
| October 2022 | $330,241,603 | 2 | March 22, 2022 |
| October 2023 | $301,512,430 | 2 | March 29, 2023 |
| October 2024 | $405,475,731 | 2 | April 4, 2024 |
| October 2025 | $485,281,841 | 3 | March 19, 2025 |
| October 2026 | $570,595,563 | 3 | March 25, 2026 |

Regulatory assets under management: $226,449,066 in the October 2021 data and $570,595,563 in the October 2026 data, up 152%.
Total employees: 2 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $485,281,841 to $570,595,563 (+18%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. TTP Investments, Inc. (CRD 284082): Form ADV filing data as of October 2026.