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.

Firm class

independent wealth managerderivedprivate_client_share=0.85 fund_share=0.0 institutional_share=0.13 related_bd= related_bank= bd_reps=0.0

Regulatory AUM

$194MItem 5.F on the latest filing (2026-09-04); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$194M

Private client RAUM

$165MderivedItem 5.D individuals plus high net worth individuals

Private client share

85%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$64.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

6

Advisory employees

4

Offices

0Schedule D 1.F, beyond the principal office

Accounts

210

Individual clients

56

High net worth clients

110

SEC number

801-118184

CRD

129004

Filings on the tape

21

First filed

Jan 30, 2012

Latest filed

Sep 4, 2026

Organised

Corporation, OH

Website

teamttg.com

• Occurred

  Feb 6, 2020
  First Form ADV filing

  T.T.G. Financial, Inc. filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:dbae541a-8005-a1a9-2ce8-0a427b34f028

First observed

Jan 30, 2012

Last observed

Sep 4, 2026 16 days 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.