TLC Group Investment Advisors provides portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
TLC Group Investment Advisors reports 205 clients. They include 159 individual clients, 27 high-net-worth individuals, and 19 pension and profit-sharing plans. Of its assets, 69.4% ($117M across 361 accounts) are managed with discretion; $51.6M across 16 accounts are not. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 78% | 29% |
| High-net-worth individuals | 13% | 38% |
| Pension and profit-sharing plans | 9% | 33% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 159 | $48.1M | 28.5% | $302K |
| High-net-worth individuals | 27 | $63.7M | 37.8% | $2.36M |
| Pension and profit-sharing plans | 19 | $55.8M | 33.2% | $2.94M |
| Charitable organizations | Fewer than 5 | $736K | 0.4% | — |
| Corporations and other businesses | Fewer than 5 | $16 | 0.0% | — |
| Total | 205 | $168M | 100% | — |
- Clients
- 159
- Regulatory AUM
- $48.1M
- AUM share
- 28.5%
- Avg. per client
- $302K
- Clients
- 27
- Regulatory AUM
- $63.7M
- AUM share
- 37.8%
- Avg. per client
- $2.36M
- Clients
- 19
- Regulatory AUM
- $55.8M
- AUM share
- 33.2%
- Avg. per client
- $2.94M
- Clients
- Fewer than 5
- Regulatory AUM
- $736K
- AUM share
- 0.4%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $16
- AUM share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 205
- Regulatory AUM
- $168M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
TLC Group Investment Advisors is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Leeward Wealth, Inc. owns 75% or more of TLC Group Investment Advisors and is in turn owned by Mary Chuhinka Kurtz (75% or more). The leadership team of TLC Group Investment Advisors includes Chief Compliance Officer John Arrington. It has 6 employees, 2 of them in advisory roles.
Staff
- 6 employees
- 2 in advisory functions
- 2 state-registered reps
- 2 broker-dealer reps
- 1 insurance agent
- Owns 75% or more of TLC Group Investment Advisors, LLC
Leeward Wealth, Inc.
Control person · since January 2013
- Owns 75% or more of Leeward Wealth, Inc.
Mary Chuhinka Kurtz
Control person · since January 2013
TLC Group Investment Advisors’ regulatory assets grew from $123M (March 2022) to $168M (March 2026); clients were 205 in both filings and employees were 6 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $168M | 205 | 6 | 1 |
| Mar 2025March 2025 | $147M | 215 | 6 | 1 |
| Mar 2024March 2024 | $136M | 216 | 6 | 1 |
| Mar 2023March 2023 | $115M | 214 | 6 | 1 |
| Mar 2022March 2022 | $123M | 201 | 6 | 1 |
Besides its headquarters, TLC Group Investment Advisors has 0 offices, with 1 listed address in 1 state.
Pennsylvania · 1 listed address
- 270 Walker Drive, Suite 201, State CollegeHQ
Contact and registration details
- Legal name
- TLC Group Investment Advisors, LLC
- Headquarters
- 270 Walker Drive, Suite 201, State College, PA 16801
- Website
- tlcgroupadvisors.com
- Phone
- 814-231-2265
- SEC file
- 801-122544
- Structure
- New Jersey LLC
- Fiscal year end
- December
TLC Group Investment Advisors’ named custodians for separately managed accounts are Fidelity ($106M, 77%) and Hand Benefits & Trust ($32.4M, 23%). TLC Group Investment Advisors has custody of $7.62M for 4 clients.
- FidelityNational Financial Services LLC · Boston, MA · $106M77%
- Hand Benefits & TrustHand Benefits & Trust Company · Utica, NY · $32.4M23%
At year end, TLC Group Investment Advisors’ separately managed accounts were mostly in funds (82%) and stocks (10%).
What the accounts hold
- Stocks10%
- Funds82%
- Bonds3%
- U.S. government and agency bonds2%
- Investment grade corporate bonds1%
- Cash5%
How many clients does TLC Group Investment Advisors have?
TLC Group Investment Advisors has 205 clients and manages $168 million for them, as of March 2026. They include 159 individual clients, 27 high-net-worth individuals, and 19 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 March 2026
What services does TLC Group Investment Advisors offer?
TLC Group Investment Advisors provides portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does TLC Group Investment Advisors use?
TLC Group Investment Advisors’ separately managed account assets are held at National Financial Services LLC (Boston, MA), with $106M and Hand Benefits & Trust Company (Utica, NY), with $32.4M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 March 2026
How many financial advisors does TLC Group Investment Advisors have?
TLC Group Investment Advisors has 2 investment adviser representatives registered with state securities authorities, out of 6 employees, and 2 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does TLC Group Investment Advisors invest in?
At the end of its last fiscal year, TLC Group Investment Advisors’ separately managed accounts held 82% registered funds (mutual funds, ETFs, BDCs), 10% exchange-traded equities, 5% cash and equivalents, 2% U.S. government and agency bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns TLC Group Investment Advisors?
TLC Group Investment Advisors is owned through a holding company by Mary Chuhinka Kurtz. Its direct owner is Leeward Wealth, Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 16 March 2026
How does TLC Group Investment Advisors get paid?
TLC Group Investment Advisors is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact TLC Group Investment Advisors?
TLC Group Investment Advisors’ main office is at 270 Walker Drive, Suite 201, State College, PA 16801. Its phone number is 814-231-2265. Its website is tlcgroupadvisors.com.