TKG Advisors, LLC
TKG Advisors, LLC is a registered investment adviser headquartered in Valparaiso, Indiana. The firm serves primarily high-net-worth individuals and offers investment management, insurance, retirement planning, benefit solutions, and business planning services. As of the latest filings, TKG Advisors manages assets for over 100 clients and emphasizes a personalized, fiduciary-oriented service model. The firm is staffed by a team with many years of combined advisory experience, and each client engagement is tailored to their unique needs.
Investment Strategy
TKG Advisors, LLC applies an approach centered around client needs, financial literacy, and robust financial planning. The firm offers integrated investment management, insurance solutions, and tax-efficient strategies, utilizing open-architecture investments and broad diversification. TKG Advisors employs a consultative process to construct personalized portfolios, balancing growth, income, and capital preservation in line with the client's risk profile and financial objectives. The team collaborates internally to design adaptive financial plans for individuals, high-net-worth clients, and business owners, incorporating comprehensive planning for retirement, wealth transfer, and business succession.
Top Holdings
Equity Positions (87)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 9.09% | $20.3M | 32,852 | $473.63 | $617.85 | +$3.3M |
V VTV | VANGUARD INDEX FDS | 6.26% | $14.0M | 79,048 | $154.36 | $176.74 | +$434.3K |
Q QQQ | INVESCO QQQ TR | 4.52% | $10.1M | 18,305 | $390.71 | $551.64 | +$3.1M |
F FTSM | FIRST TR EXCHANGE-TRADED FD | 4.16% | $9.3M | 155,332 | $59.85 | $59.87 | +$5.9M |
I IBM | INTERNATIONAL BUSINESS MACHS | 3.45% | $7.7M | 26,162 | $256.11 | $294.78 | +$4.7M |