Adviser Profile
| As of Date | 02/03/2026 |
| Registration | SEC, Approved, 01/08/2018 |
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| ADV Location | SUWANEE, GA, United States |
| Contact Info | 770 xxxxxxx |
| Websites |
| AUM* | 234,000,000 34% |
| of that, discretionary | 0 |
| Number of Employees | 8 167% |
| of those in investment advisory functions | 8 167% |
| Private Fund GAV* | 0 |
| Avg Account Size | 309,934 17% |
| % High Net Worth | 28.30% 22% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
234M
201M
167M
134M
100M
67M
33M
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
Private Funds
No private funds
Employees
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| Adviser | Hedge Fund | Liquidity Fund | Private Equity Fund | Real Estate Fund | Securitized Asset Fund | Venture Capital Fund | Other Fund | Total Private Fund GAV | AUM | #Funds | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Adviser DBA SEASIDE FINANCIAL & INSURANCE SERVICES | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM81.2m | #Funds- | |
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| Adviser JOHN T. MCCARTHY, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM57.8m | #Funds- | |
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| Adviser TFS ADVISORS, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM161.2m | #Funds- | |
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