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TCG Advisory Services, LLC
TCG Advisory Services, LLC is a privately held registered investment adviser based in Austin, Texas, founded in 2020. The firm is part of TCG Group Holdings, LLP d/b/a Trusted Capital Group, and led by CEO John J. Pesce and Chairman Mike W. Cochran. TCG Advisory Services provides investment advisory services and detailed financial and retirement plans for individuals, businesses, pension and profit-sharing plans, trusts, government retirement plans, public school districts, and insurance companies. As of 2025, the firm manages over $2.5 billion in client assets and employs approximately 45 staff members. Their services include both securities-related and non-securities related financial consulting.
Investment Strategy
TCG Advisory Services, LLC offers tailored investment advisory solutions based on each client's financial objectives, investment horizon, risk tolerance, and other relevant needs. The firm focuses on providing customized portfolio management and financial planning services for a broad range of clients, including individuals, pension and profit-sharing plans, governmental retirement programs, public school districts, and insurance companies. TCG's approach incorporates diversified asset allocation and risk management strategies, with recommendations subject to ongoing review and adjustments to suit changing market conditions and client goals. In addition, TCG provides non-securities related financial advice, such as compensation, employee benefits planning, and tax strategies.
Latest 13F Filing Activity
TCG Advisory Services, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 627 equity positions and 95 options positions with a total 13F market value of $3B. The fund increased holdings in Nvidia Corporation, American Centy Etf TR, Microsoft Corp. among other positions. TCG Advisory Services, LLC reduced exposure to Unitedhealth Group Inc., Vanguard Intl Equity Index F, American Centy Etf TR among others.
Top Holdings
Equity Positions (627)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 10.07% | $301.7M | 1,909,848 | $77.70 | $157.99 | +$112.0M |
A AAPL | APPLE INC | 5.89% | $176.5M | 860,225 | $180.41 | $205.17 | +$124.6K |
V VTI | VANGUARD INDEX FDS | 3.14% | $94.2M | 310,090 | $222.16 | $303.93 | +$10.3M |
A AMZN | AMAZON COM INC | 2.54% | $76.0M | 346,618 | $156.99 | $219.39 | +$11.7M |
M MSFT | MICROSOFT CORP | 2.36% | $70.7M | 142,086 | $361.13 | $497.41 | +$18.5M |
Options Positions (95)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
Q QQQ | INVESCO QQQ TR | Bought | Put | $79.3M | 1,437 | $551.64 | $550.00 | +1,400 | +$77.5M |
S SPY | SPDR S&P 500 ETF TR | Sold | Call | $4.8M | 77 | $617.85 | $536.44 | -5 | +$170.5K |
A AAPL | APPLE INC | Bought | Put | $4.4M | 214 | $205.17 | $250.00 | +2 | -$318.5K |
I IWM | ISHARES TR | Sold | Call | $4.3M | 201 | $215.79 | $219.33 | -39 | -$450.5K |
M MSTR | MICROSTRATEGY INC | Bought | Call | $3.0M | 75 | $404.23 | $317.45 | +37 | +$1.9M |
Industry Allocation
Investment Team (5)
| Name | Role | Location | |
|---|---|---|---|
 | Associate | Austin, TX , United States | |
 | Partner | Austin, TX , United States | |
 | Portfolio Manager and Head of Equities | Austin, TX , United States | |
 | Partner | Austin, TX , United States | |
 | Associate | Austin, TX , United States |
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