Tpg Advisors Llc
- Regulatory AUM
- $291M
- Discretionary
- $279M
- Clients
- 267
- Avg AUM / client
- $1.1M
- Accounts
- 761
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 192 | $50.6M | 17.4% |
| High net worth individuals | 60 | $226M | 77.7% |
| Pension and profit sharing plans | 14 | $12.8M | 4.38% |
| Charitable organizations | 1 | $1.7M | 0.58% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Dani Gerald Barron | Principal | Jun 2018 (8y) | ≈ 6.25% – 25% via Barron Wealth Management | |
| Michael David Brown | Principal | CFA | Jun 2018 (8y) | ≈ 6.25% – 25% via Nj Brown & Associates |
| Paul Samuel Shuman | Principal | CFP | Jun 2018 (8y) | ≈ 6.25% – 25% via Shuman Financial Consulting, Llc |
| Martin Kevin Jankelowitz | Registered representative | Jan 2024 (3y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Nj Brown & Associates | Member | Jun 2018 | A | 25% – 50% |
| Barron Wealth Management | Member | Jun 2018 | A | 25% – 50% |
| Shuman Financial Consulting, Llc | Member | Jun 2018 | A | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Dani Gerald Barron: 25% – 50% of Barron Wealth Management × 25% – 50% direct ≈ 6.25% – 25% of the firm
- Michael David Brown: 25% – 50% of Nj Brown & Associates × 25% – 50% direct ≈ 6.25% – 25% of the firm
- Paul Samuel Shuman: 25% – 50% of Shuman Financial Consulting, Llc × 25% – 50% direct ≈ 6.25% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 907 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $279M (96% of AUM) Mar 2026
- Principal Funds Distributor, Inc. $4.4M (4% of AUM) Nov 2019
- American Funds Distributors, Inc. $1.2M (1% of AUM) Nov 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗