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Chief Executive Officer and Partner · TCP Asset Management, LLC

Joshua R. Allen

CRD 5074710 · Named on Form ADV at one SEC-registered adviser

At a glance

TCP Asset Management, LLC, an SEC-registered wealth manager based in Upper Arlington, OH with $1.2 billion in regulatory assets, lists Joshua R. Allen on its Form ADV as Chief Executive Officer and Partner, a control person.

Firms and roles

  • TCP Asset Management, LLCChief Executive Officer and PartnerWealth manager · Upper Arlington, OH · $1.2B in regulatory assets

AtlasMembers

Joshua’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Joshua’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.