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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

TFG ADVISORS

TFG ADVISERS LLC, CRD 288787

AUBURN HILLS, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7d075d09-4d1e-9a4f-3a1d-1ab2c0aeaac3

Data as of Feb 13, 2025 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 10
On other graphs: 0
Observed: Sep 1, 2017 to Feb 13, 2025
16 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: $423MItem 5.F on the latest filing (2025-02-13); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $423M
Private client RAUM: $407MderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 8
Advisory employees: 6
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,326
Individual clients: 326
High net worth clients: 112
Custody, client assets: $210M
SEC number: 801-111790
CIK: 1806473
CRD: 288787
Filings on the tape: 16
First filed: Sep 1, 2017
Latest filed: Feb 13, 2025
Organised: Limited Liability Company, MI
Website: tfg-advisors.com

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
ATKINSON, TIMOTHY, PATRICK	CHIEF COMPLIANCE OFFICER	Na	yes	03/2018	Mar 27, 2018	Oct 14, 2024
BARNHART, GEORGE, MICHAEL	MANAGING MEMBER	C	yes	04/2017	Sep 1, 2017	Oct 14, 2024
HIRSCH, TERRY, JOHN	MANAGING MEMBER	C	yes	04/2017	Sep 1, 2017	Oct 14, 2024
REILE, PAUL, DAVID	MANAGING MEMBER	C	yes	04/2017	Sep 1, 2017	Oct 14, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
ANN ARBOR	Mi	United States	5	no

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
2024	Feb 13, 2025	$423M	$423M	8	6	1	n/a	n/a
2023	Feb 29, 2024	$372M	$372M	7	5	1	n/a	n/a
2022	Feb 21, 2023	$330M	$330M	7	5	1	n/a	n/a
2021	Feb 23, 2022	$369M	$369M	7	4	1	n/a	n/a
2020	Mar 23, 2021	$326M	$326M	8	4	1	n/a	n/a
2019	Mar 4, 2020	$302M	$299M	6	3	1	n/a	n/a
2018	Mar 20, 2019	$261M	$258M	5	3	1	n/a	n/a
2017	Mar 27, 2018	$250M	$246M	5	3	1	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
2024	$423M	$372M	13.7%	$369M	4.7%	8	7	1	1

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CX INSTITUTIONAL, LLC	5	Jul 23, 2025	Jul 1, 2025	AUBURN HILLS, MI	Firm absorbed	RIA to RIA	83.3%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
TFG ADVISORS	3	Dec 31, 2017	Sep 29, 2017	AUBURN HILLS, MI	Firm absorbed	Other	100.0%

Relationships

Registered with (7)

← TIMOTHY PATRICK ATKINSONAdvisorregistration: previous registration
Sep 29, 2017 to Aug 12, 2025factForm ADV
← TERRY JOHN HIRSCHAdvisorregistration: previous registration
Sep 29, 2017 to Jul 23, 2025factForm ADV
← PAUL DAVID REILEAdvisorregistration: previous registration
Sep 29, 2017 to Jul 23, 2025factForm ADV
← REBECCA MARY KINDIGAdvisorregistration: previous registration
Oct 26, 2018 to Jul 23, 2025factForm ADV
← THOMAS PATRICK WILLIAMSAdvisorregistration: previous registration
Jul 1, 2020 to Jul 23, 2025factForm ADV
← Owen George CrabtreeAdvisorregistration: previous registration
Jul 25, 2024 to Jul 23, 2025factForm ADV
← ANDREW NOTTMEIERAdvisorregistration: previous registration
Aug 28, 2020 to Mar 23, 2021factForm ADV

Moved with (2)

→ CX INSTITUTIONAL, LLCRegistered adviser5 advisors, firm absorbed, same day
Jul 23, 2025 to Jul 1, 2025factForm ADV
← TFG ADVISORSRegistered adviser3 advisors, firm absorbed, same day
Dec 31, 2017 to Sep 29, 2017factForm ADV

Controls (4)

← HIRSCH, TERRY, JOHNOwnerMANAGING MEMBER, ownership code C, individual
Sep 1, 2017 to Oct 14, 2024factForm ADV
← REILE, PAUL, DAVIDOwnerMANAGING MEMBER, ownership code C, individual
Sep 1, 2017 to Oct 14, 2024factForm ADV
← ATKINSON, TIMOTHY, PATRICKOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 27, 2018 to Oct 14, 2024factForm ADV
← BARNHART, GEORGE, MICHAELOwnerMANAGING MEMBER, ownership code C, individual
Sep 1, 2017 to Oct 14, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Aug 12, 2025
Advisor changed firm
Timothy Patrick Atkinson left Tfg Advisors for Cx Institutional, Llc (registered 2025-07-01)
Form ADVobserved 4 days ago
Occurred
Jul 23, 2025
Firm absorbed
Tfg Advisors's advisors moved to CX Institutional, LLC (Auburn Hills, MI): 5 of 6 registered, on the same day
Form ADVobserved 4 days ago
5 advisors
Occurred
Jul 23, 2025
Advisor changed firm
Rebecca Mary Kindig left Tfg Advisors for Cx Institutional, Llc (registered 2025-07-01)
Form ADVobserved 4 days ago
Occurred
Jul 23, 2025
Advisor changed firm
Owen George Crabtree left Tfg Advisors for Cx Institutional, Llc (registered 2025-07-01)
Form ADVobserved 4 days ago
Occurred
Jul 23, 2025
Advisor changed firm
Thomas Patrick Williams left Tfg Advisors for Cx Institutional, Llc (registered 2025-07-01)
Form ADVobserved 4 days ago
Occurred
Jul 23, 2025
Advisor changed firm
Terry John Hirsch left Tfg Advisors for Cx Institutional, Llc (registered 2025-07-01)
Form ADVobserved 4 days ago
Occurred
Jul 23, 2025
Advisor changed firm
Paul David Reile left Tfg Advisors for Cx Institutional, Llc (registered 2025-07-01)
Form ADVobserved 4 days ago
Occurred
Sep 1, 2017
Succession filed (Item 4)
Tfg Advisors reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 4 days ago
Occurred
Sep 1, 2017
First Form ADV filing
Tfg Advisors filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Show 1 bookkeeping events

Occurred
Sep 2, 2025
Tfg Advisors no longer on the SEC adviser roster (last listed 2025-08-01, RAUM $423.4M)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7d075d09-4d1e-9a4f-3a1d-1ab2c0aeaac3
First observed: Sep 1, 2017
Last observed: Feb 13, 2025 19 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.

TFG ADVISORS

TFG ADVISERS LLC, CRD 288787

AUBURN HILLS, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7d075d09-4d1e-9a4f-3a1d-1ab2c0aeaac3

Data as of Feb 13, 2025 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:02 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ATKINSON, TIMOTHY, PATRICK

CHIEF COMPLIANCE OFFICER

yes

03/2018

Mar 27, 2018

Oct 14, 2024

BARNHART, GEORGE, MICHAEL

MANAGING MEMBER

yes

04/2017

Sep 1, 2017

Oct 14, 2024

HIRSCH, TERRY, JOHN

MANAGING MEMBER

yes

04/2017

Sep 1, 2017

Oct 14, 2024

REILE, PAUL, DAVID

MANAGING MEMBER

yes

04/2017

Sep 1, 2017

Oct 14, 2024

City

State

Country

Employees

Also broker-dealer

ANN ARBOR

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Feb 13, 2025

$423M

n/a

2023

Feb 29, 2024

$372M

n/a

2022

Feb 21, 2023

$330M

n/a

2021

Feb 23, 2022

$369M

n/a

2020

Mar 23, 2021

$326M

n/a

2019

Mar 4, 2020

$302M

$299M

n/a

2018

Mar 20, 2019

$261M

$258M

n/a

2017

Mar 27, 2018

$250M

$246M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$423M

$372M

13.7%

$369M

4.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CX INSTITUTIONAL, LLC

Jul 23, 2025

Jul 1, 2025

AUBURN HILLS, MI

Firm absorbed

RIA to RIA

83.3%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

TFG ADVISORS

Dec 31, 2017

Sep 29, 2017

AUBURN HILLS, MI

Firm absorbed

Other

100.0%