TSG Advice Partners provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, insurance, retirement plan services, tax planning, and tax preparation. Financial planning was provided to 251–500 clients last fiscal year.
TSG Advice Partners reports 1,157 clients. They include 874 individual clients, 278 high-net-worth individuals and 5 charitable organizations. Of its assets, 100.0% ($867M across 3,609 accounts) are managed with discretion. Of its clients, 3% are outside the U.S. It advised 58 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 76% | 35% |
| High-net-worth individuals | 24% | 64% |
| Charitable organizations | <1% | 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) | 874 | $305M | 35.1% | $348K |
| High-net-worth individuals | 278 | $551M | 63.6% | $1.98M |
| Charitable organizations | 5 | $9.47M | 1.1% | $1.89M |
| Corporations and other businesses | Fewer than 5 | $1.29M | 0.1% | — |
| Total | 1,157 | $867M | 100% | — |
- Clients
- 874
- Regulatory AUM
- $305M
- AUM share
- 35.1%
- Avg. per client
- $348K
- Clients
- 278
- Regulatory AUM
- $551M
- AUM share
- 63.6%
- Avg. per client
- $1.98M
- Clients
- 5
- Regulatory AUM
- $9.47M
- AUM share
- 1.1%
- Avg. per client
- $1.89M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.29M
- AUM share
- 0.1%
- Avg. per client
- —
Total
- Clients
- 1,157
- Regulatory AUM
- $867M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 3%
- Clients advised without assets under management last fiscal year
- 58
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
TSG Advice Partners charges 0.50%–1.00% a year for its Investment and Wealth Management Fees. The fee is billed in arrears. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Consulting Services
- Stand-alone consulting is a fixed or hourly fee, negotiable, with a $2,500 fixed fee minimum and a $250 per hour minimum.
- Financial Planning Services
- Stand-alone or wealth management financial planning is a fixed fee of $900 to $20,000, negotiable; new clients after January 1, 2023 have a $3,000 annual minimum.
Isao Shoji owns 25% to 50% of TSG Advice Partners. The leadership team of TSG Advice Partners includes Chief Compliance Officer Isao Shoji. It has 16 employees, 12 of them in advisory roles.
Leadership
Isao ShojiManaging Member and Chief Compliance Officer
Alvin AsiamahManaging Member
Christopher SchumacherManaging Member- Meghan MaderMember
Investment adviser representatives
11 representatives listed in the SEC register as of 9 October 2026.
- Misty Blu Cherniss
Staff
- 16 employees
- 12 in advisory functions
- 10 state-registered reps
- Owns 25% to 50% of TSG Advice Partners, LLC
Isao Shoji
Control person · since November 2019
- Owns 25% to 50% of TSG Advice Partners, LLC
Alvin Asiamah
Control person · since November 2019
- Owns 25% to 50% of TSG Advice Partners, LLC
Christopher Schumacher
Control person · since November 2019
- Owns 10% to 25% of TSG Advice Partners, LLC
Meghan Mader
Control person · since January 2025
TSG Advice Partners’ regulatory assets grew 2.3× from $373M (March 2021) to $867M (October 2026); clients rose from 682 to 1,157 and employees from 8 to 16.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| October 2026 | $867M | 1,157 | 16 | 1 |
| March 2025 | $762M | 1,070 | 17 | 1 |
| March 2024 | $613M | 990 | 12 | 1 |
| March 2023 | $483M | 951 | 12 | 1 |
| March 2022 | $501M | 908 | 12 | 1 |
| March 2021 | $373M | 682 | 8 | 1 |
Besides its headquarters, TSG Advice Partners has 0 offices, with 2 listed addresses in Ohio.
Ohio · 2 listed addresses
- 254 S. Grubb Street, ColumbusHQ
- 254 S. Grubb Street, Columbus
Contact and registration details
- Legal name
- TSG Advice Partners, LLC
- Headquarters
- 254 S. Grubb Street, Columbus, OH 43215
- Website
- tsgadvice.com
- Phone
- 614-697-2750
- @tsg-advice-partners
- SEC file
- 801-117566
- Structure
- Delaware LLC
- Fiscal year end
- December
TSG Advice Partners uses Fidelity ($770M) as custodian for its separately managed accounts. TSG Advice Partners has custody of $53M in client assets for 124 clients.
- FidelityFidelity Brokerage Services LLC · Boston, MA · $770M100%
At year end, TSG Advice Partners’ separately managed accounts were mostly in funds (76%) and stocks (15%). Its reported 13F holdings for the quarter ended 31 March 2026 total $667M across 135 positions; the largest are Vanguard Index Fds (10.3%), Vanguard BD Index Fds (10.0%) and Schwab Strategic TR (7.1%).
What the accounts hold
- Stocks15%
- Funds76%
- Bonds3%
- State and local bonds2%
- Investment grade corporate bonds1%
- Cash6%
- Other1%
- Alternatives, reits, precious metals, commodities1%
Reported 13F holdings
- $667M
- Reported 13F value
- 135
- Positions
- 62.9%
- In the 10 largest
- —
- Value vs. prior quarter
- Vanguard Index Fds · S&P 500 ETF Shs10.3%
- Vanguard BD Index Fds · Total Bnd Mrkt10.0%
- Schwab Strategic TR · US Lcap GR ETF7.1%
- State Str SPDR S&P 500 ETF T · TR Unit6.1%
- SPDR Index Shs Fds · State Street Spd5.7%
- SPDR Series Trust · State Street Spd5.6%
- Vanguard Intl Equity Index F · TT Wrld ST ETF4.7%
- Schwab Strategic TR · US Lcap VA ETF4.6%
- Vanguard Intl Equity Index F · FTSE Emr Mkt ETF4.6%
- SPDR Series Trust · State Street Spd4.3%
Together, the ten largest are 62.9% of reported value.
How many clients does TSG Advice Partners have?
TSG Advice Partners has 1,157 clients and manages $867 million for them, as of October 2026. They include 874 individual clients, 278 high-net-worth individuals and 5 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 1 October 2026
What services does TSG Advice Partners offer?
TSG Advice Partners provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, insurance, retirement plan services, tax planning, and tax preparation.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does TSG Advice Partners charge?
TSG Advice Partners charges 0.50%–1.00% a year for its Investment and Wealth Management Fees. The fee is billed in arrears.
Source: ASENDO WEALTH ADVISORY DISCLOSURE BROCHURE, filed 1 October 2026
Which custodians does TSG Advice Partners use?
TSG Advice Partners’ separately managed account assets are held at Fidelity Brokerage Services LLC (Boston, MA), with $770M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 October 2026
How many financial advisors does TSG Advice Partners have?
TSG Advice Partners has 10 investment adviser representatives registered with state securities authorities, out of 16 employees, and 12 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does TSG Advice Partners invest in?
At the end of its last fiscal year, TSG Advice Partners’ separately managed accounts held 76% registered funds (mutual funds, ETFs, BDCs), 15% exchange-traded equities, 6% cash and equivalents, 2% state and local bonds, 1% investment grade corporate bonds and 1% other. The 1% other category is described as: Alternatives, Reits, Precious Metals, Commodities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns TSG Advice Partners?
TSG Advice Partners’ direct owners are Isao Shoji, Alvin Asiamah, Christopher Schumacher and Meghan Mader, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 1 October 2026
How does TSG Advice Partners get paid?
TSG Advice Partners is paid through a percentage of assets under management, hourly charges and fixed fees. 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 TSG Advice Partners?
TSG Advice Partners’ main office is at 254 S. Grubb Street, Columbus, OH 43215. Its phone number is 614-697-2750. Its website is tsgadvice.com.