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T.t.g. Financial, Inc.

● SEC registered since 2020CRD 129004SEC# 801-118184Canton, OH
Export (members)
Reg. AUM
$194M
Employees
6
Accounts
210
Location
Canton, OH

About T.t.g. Financial

TTG Financial is a fee-only fiduciary adviser offering financial planning, portfolio management, and retirement-plan support. It uses individualized allocations and diversification, and also helps employers review, administer, and launch 401(k) plans.
Summary based on the firm’s website.

T.t.g. Financial, Inc. assets under management

T.t.g. Financial, Inc. is an SEC-registered investment adviser based in Canton, OH. The firm has been registered since 2020. It reports $194 million in regulatory assets under management and employs 6 people.

T.t.g. Financial, Inc. owners & executives

2 reported
NameTitleOwnershipSince
James "nmn" Kotagides ControlChief Executive Officer50-75%2006
James Lee Evans ControlChief Compliance Officer50-75%2006

Frequently asked questions

How much does T.t.g. Financial, Inc. manage?

T.t.g. Financial, Inc. reports $194 million in regulatory assets under management on its Form ADV.

How many employees does T.t.g. Financial, Inc. have?

T.t.g. Financial, Inc. reports 6 employees.

Where is T.t.g. Financial, Inc. located?

T.t.g. Financial, Inc. is based in Canton, OH and has been SEC-registered since 2020.

Does T.t.g. Financial, Inc. disclose fund performance?

T.t.g. Financial, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4790 Douglas Cir NW, Suite 102, Canton, OH 44718
Phone330-491-2220
Fax330-491-2262
Office hours8-4 Est
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$194M▲ 17%
Mar '25 — $166.4MApr '25 — $166.4MMay '25 — $166.4MJun '25 — $166.4MJul '25 — $166.4MAug '25 — $166.4MSep '25 — $166.4MOct '25 — $166.4MNov '25 — $166.4MDec '25 — $166.4MJan '26 — $166.4MFeb '26 — $194MMar '26 — $194MApr '26 — $194MMay '26 — $194MJun '26 — $194MJul '26 — $194MAug '26 — $194MSep '26 — $194MOct '26 — $194M
Mar '25Form ADV, monthlyOct '26

How this firm compares

Regulatory AUMTop 75%
Larger than 25% of 16,389 advisers
EmployeesTop 56%
More than 44% of 16,799 advisers

Assets under management

$194Mregulatory AUM
Discretionary $194M