{"url":"https://nivawealth.com/firms/tsfg-172555","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/172555","regulatoryAum":642831006,"crd":"172555","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"1887073","suffix":null,"lastName":"BOUSKA","firstName":"DANIEL","middleName":"JOSEPH"},{"crd":"2052911","suffix":null,"lastName":"GIBBONS","firstName":"MICHAEL","middleName":"JOHN"},{"crd":"2183219","suffix":null,"lastName":"HENNESSEY","firstName":"JOHN","middleName":"CHARLES"},{"crd":"1861282","suffix":null,"lastName":"NAGEL","firstName":"DANIEL","middleName":"MARK"},{"crd":"7625294","suffix":null,"lastName":"Nagel","firstName":"Michael","middleName":"R"},{"crd":"5159835","suffix":null,"lastName":"SCHREMSER","firstName":"MICHAEL","middleName":"RICHARD"}],"total":6,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-06-01","regulatoryAum":458133634,"clients":1008,"employees":13,"offices":5},{"filedOn":"2022-02-16","regulatoryAum":623021547,"clients":1388,"employees":13,"offices":5},{"filedOn":"2023-07-03","regulatoryAum":577279547,"clients":1203,"employees":13,"offices":6},{"filedOn":"2024-07-31","regulatoryAum":649059636,"clients":1185,"employees":15,"offices":6},{"filedOn":"2025-03-03","regulatoryAum":854306837,"clients":1290,"employees":18,"offices":6},{"filedOn":"2026-08-12","regulatoryAum":642831006,"clients":864,"employees":9,"offices":4}],"secFileNumber":"801-99339","legalName":"TSFG, 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They include 654 individual clients, 207 high-net-worth individuals and 2 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 12 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does TSFG offer?","answer":"TSFG provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, estate planning, insurance, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does TSFG charge?","answer":"TSFG charges up to 2.00% a year for its Investment Advisory Services. The fee is billed in advance, is negotiable and requires an account of at least $100,000.","source":"TSFG DISCLOSURE BROCHURE, filed 12 August 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does TSFG use?","answer":"TSFG’s separately managed account assets are held at LPL Financial LLC (Boston, MA), with $643M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 12 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does TSFG have?","answer":"TSFG has 6 investment adviser representatives registered with state securities authorities, out of 9 employees, and 6 perform investment advisory functions. 5 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does TSFG invest in?","answer":"At the end of its last fiscal year, TSFG’s separately managed accounts held 79% registered funds (mutual funds, ETFs, BDCs), 15% exchange-traded equities, 2% U.S. government and agency bonds, 2% cash and equivalents, 1% state and local 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does TSFG have a minimum investment?","answer":"Yes, TSFG’s minimum account size for its Investment Advisory Services is $100K.","source":"TSFG DISCLOSURE BROCHURE, filed 12 August 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns TSFG?","answer":"TSFG’s direct owner is TSFG, LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 12 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does TSFG get paid?","answer":"TSFG 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is TSFG registered with the SEC?","answer":"Yes, TSFG has been registered with the SEC as an investment adviser since 3 June 2015. Its CRD number is 172555 and its SEC file number is 801-99339.","source":"Form ADV Part 1A, Item 1, filed 12 August 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact TSFG?","answer":"TSFG’s main office is at 1052 N Western Avenue, Lake Forest, IL 60045. Its phone number is 847-735-7100. 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