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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

TSG ADVICE PARTNERS, LLC

CRD 305999

COLUMBUS, OH

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:f2ec9606-c5ba-9d05-f940-8be1fe1da2a9

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 7
On other graphs: 0
Observed: Oct 1, 2019 to Mar 30, 2026
18 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: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $867MItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $867M
Private client RAUM: $856MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 11
RAUM per advisor: $78.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 16
Advisory employees: 12
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 3,609
Individual clients: 874
High net worth clients: 278
Custody, client assets: $53.0M
SEC number: 801-117566
CRD: 305999
Filings on the tape: 18
First filed: Oct 1, 2019
Latest filed: Mar 30, 2026
Organised: Limited Liability Company, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ALVIN KORANTENG ASIAMAH	n/a	COLUMBUS, OH	6	25	1	no
CHRISTOPHER DRUE SCHUMACHER	Certified Financial Planner	COLUMBUS, OH	6	21	3	no
ISAO LEE SHOJI	Certified Financial Planner	COLUMBUS, OH	6	20	1	no
MEGHAN MARIE MADER	Certified Financial Planner	COLUMBUS, OH	5	21	3	no
John Bennett Loveday	Certified Financial Planner	COLUMBUS, OH	5	11	1	no
BLAKE H. FARMER	n/a	COLUMBUS, OH	5	25	4	no
Jonathan J Roby	Certified Financial Planner	COLUMBUS, OH	5	10	n/a	no
ANGEL RENAE BROWN	Certified Financial Planner	SAN DIEGO, CA \| COLUMBUS, OH	5	26	2	no
LINDSAY NICHOLE WOLF	n/a	COLUMBUS, OH \| WARREN, OH	2	23	4	no
Ryan Anthony Leary	Certified Financial Planner	COLUMBUS, OH	1	16	1	no

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
ASIAMAH, ALVIN, KORANTENG	MANAGING MEMBER	C	yes	11/2019	Nov 8, 2019	Aug 26, 2024
SCHUMACHER, CHRISTOPHER, DRUE	MANAGING MEMBER	C	yes	11/2019	Nov 8, 2019	Aug 26, 2024
SHOJI, ISAO, LEE	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	yes	11/2019	Nov 8, 2019	Aug 26, 2024

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
GLOVER LAW, LLC	n/a	n/a	n/a	N	no	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
2025	Mar 30, 2026	$867M	$867M	16	12	1	n/a	n/a
2024	Mar 25, 2025	$762M	$762M	17	12	0	n/a	n/a
2023	Mar 29, 2024	$613M	$613M	12	10	0	n/a	n/a
2022	Mar 31, 2023	$483M	$483M	12	10	0	n/a	n/a
2021	Mar 31, 2022	$501M	$501M	12	10	0	n/a	n/a
2020	Mar 29, 2021	$373M	$373M	8	8	0	n/a	n/a
2019	Feb 26, 2020	$287M	$245M	8	7	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	2	0

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
2025	$867M	$762M	13.7%	$483M	21.5%	16	17	1	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
AMERIPRISE FINANCIAL SERVICES, LLC	4	Nov 13, 2019	Nov 12, 2020	COLUMBUS, OH	Team lift out	Ibd to new firm	0.0%

Relationships

Registered with (11)

← Ryan Anthony LearyAdvisorregistration: current employment
Oct 29, 2024 to presentfactForm ADV
← LINDSAY NICHOLE WOLFAdvisorregistration: current employment
Sep 14, 2024 to presentfactForm ADV
← MISTY BLU CHERNISSAdvisorregistration: current employment
Aug 22, 2022 to presentfactForm ADV
← ANGEL RENAE BROWNAdvisorregistration: current employment
Sep 3, 2021 to presentfactForm ADV
← BLAKE H. FARMERAdvisorregistration: current employment
Nov 12, 2020 to presentfactForm ADV
← Jonathan J RobyAdvisorregistration: current employment
Nov 12, 2020 to presentfactForm ADV
← MEGHAN MARIE MADERAdvisorregistration: current employment
Nov 10, 2020 to presentfactForm ADV
← John Bennett LovedayAdvisorregistration: current employment
Nov 10, 2020 to presentfactForm ADV
← ALVIN KORANTENG ASIAMAHAdvisorregistration: current employment
Nov 8, 2019 to presentfactForm ADV
← CHRISTOPHER DRUE SCHUMACHERAdvisorregistration: current employment
Nov 8, 2019 to presentfactForm ADV
← ISAO LEE SHOJIAdvisorregistration: current employment
Nov 8, 2019 to presentfactForm ADV

Controls (3)

← ASIAMAH, ALVIN, KORANTENGOwnerMANAGING MEMBER, ownership code C, individual
Nov 8, 2019 to Aug 26, 2024factForm ADV
← SCHUMACHER, CHRISTOPHER, DRUEOwnerMANAGING MEMBER, ownership code C, individual
Nov 8, 2019 to Aug 26, 2024factForm ADV
← SHOJI, ISAO, LEEOwnerMANAGING MEMBER AND CHIEF COMPLIANCE OFFICER, ownership code C, individual
Nov 8, 2019 to Aug 26, 2024factForm ADV

Moved with (1)

← AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviser4 advisors, team lift out
Nov 13, 2019 to Nov 12, 2020factForm ADV

Dated events

Occurred
Mar 29, 2024
Regulatory AUM changed
Tsg Advice Partners, Llc reported RAUM $613.3M, up 27% from $482.9M (2023-03-31 to 2024-03-29)
Form ADVobserved 6 days ago
$130M
Occurred
Mar 31, 2022
Regulatory AUM changed
Tsg Advice Partners, Llc reported RAUM $501.3M, up 34% from $373.2M (2021-03-29 to 2022-03-31)
Form ADVobserved 6 days ago
$128M
Occurred
Nov 8, 2019
Control person left
Adam Daniel Bernstein (Chief Compliance Officer) no longer on Schedule A of Tsg Advice Partners, Llc (listed 2019-10-01, absent 2019-11-08)
Form ADVobserved 6 days ago
Occurred
Nov 8, 2019
Control person joined
Koranteng Alvin Asiamah (Managing Member) appeared on Schedule A of Tsg Advice Partners, Llc
Form ADVobserved 6 days ago
Occurred
Nov 8, 2019
Control person joined
Lee Isao Shoji (Managing Member And Chief Compliance Officer) appeared on Schedule A of Tsg Advice Partners, Llc
Form ADVobserved 6 days ago
Occurred
Nov 8, 2019
Control person joined
Drue Christopher Schumacher (Managing Member) appeared on Schedule A of Tsg Advice Partners, Llc
Form ADVobserved 6 days ago
Occurred
Oct 1, 2019
First Form ADV filing
Adena Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f2ec9606-c5ba-9d05-f940-8be1fe1da2a9
First observed: Oct 1, 2019
Last observed: Mar 30, 2026 5 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.

TSG ADVICE PARTNERS, LLC

CRD 305999

COLUMBUS, OH

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:f2ec9606-c5ba-9d05-f940-8be1fe1da2a9

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:04 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ALVIN KORANTENG ASIAMAH

n/a

COLUMBUS, OH

CHRISTOPHER DRUE SCHUMACHER

Certified Financial Planner

COLUMBUS, OH

ISAO LEE SHOJI

Certified Financial Planner

COLUMBUS, OH

MEGHAN MARIE MADER

Certified Financial Planner

COLUMBUS, OH

John Bennett Loveday

Certified Financial Planner

COLUMBUS, OH

BLAKE H. FARMER

n/a

COLUMBUS, OH

Jonathan J Roby

Certified Financial Planner

COLUMBUS, OH

n/a

ANGEL RENAE BROWN

Certified Financial Planner

SAN DIEGO, CA | COLUMBUS, OH

LINDSAY NICHOLE WOLF

n/a

COLUMBUS, OH | WARREN, OH

Ryan Anthony Leary

Certified Financial Planner

COLUMBUS, OH

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ASIAMAH, ALVIN, KORANTENG

MANAGING MEMBER

yes

11/2019

Nov 8, 2019

Aug 26, 2024

SCHUMACHER, CHRISTOPHER, DRUE

MANAGING MEMBER

yes

11/2019

Nov 8, 2019

Aug 26, 2024

SHOJI, ISAO, LEE

MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER

yes

11/2019

Nov 8, 2019

Aug 26, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

GLOVER LAW, LLC

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$867M

n/a

2024

Mar 25, 2025

$762M

n/a

2023

Mar 29, 2024

$613M

n/a

2022

Mar 31, 2023

$483M

n/a

2021

Mar 31, 2022

$501M

n/a

2020

Mar 29, 2021

$373M

n/a

2019

Feb 26, 2020

$287M

$245M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$867M

$762M

13.7%

$483M

21.5%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

AMERIPRISE FINANCIAL SERVICES, LLC

Nov 13, 2019

Nov 12, 2020

COLUMBUS, OH

Team lift out

Ibd to new firm

0.0%