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T•• J••••• G•••• C•••••• M•••••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

T•• J••••• G•••• C•••••• M•••••••••

T•• J••••• G••••, LLC, CRD 109496

COLUMBUS, OH

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Search this name across graphsid dfx:ria:408a2a0d-86a3-0089-6035-3227c6ba3ee1

Data as of Jan 18, 2013 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 1
On other graphs: 0
Observed: Mar 23, 2012 to Jan 18, 2013
5 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $283MItem 5.F on the latest filing (2013-01-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $235M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
P•••••• M•••• J•••••	Partner	D	yes	01/1999	Mar 23, 2012	Jan 18, 2013
P•••••• M•••• J•••••	CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER	Na	yes	02/1996	Mar 23, 2012

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
T•• J••••• G•••• L••	n/a	Independent wealth	$1.1B	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2011	Mar 23, 2012	$283M	$235M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2011	$283M	n/a	n/a	n/a	n/a	9	n/a	n/a	n/a

Relationships

Affiliated with (1)

→ T•• J••••• G•••• C•••••• M•••••••••Registered adviserother investment adviser, common control
factForm ADV

Owns (1)

← U••••• R•••••• T•••••OwnerCOO, ownership code NA, individual
May 25, 2012 to presentfactForm ADV

Controls (3)

← P•••••• M•••• J•••••OwnerPARTNER, ownership code D, individual
Mar 23, 2012 to presentfactForm ADV
← P•••••• M••••••• D••••

Dated events

Occurred
May 25, 2012
Succession filed (Item 4)
T•• J••••• G•••• C•••••• M••••••••• reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:408a2a0d-86a3-0089-6035-3227c6ba3ee1
First observed: Mar 23, 2012
Last observed: Jan 18, 2013 166 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.