TSFG, LLC

CRD

172555

SEC file #

801-99339

EIN

824379576

DBA names

—

Economics

AUM

$997.2M

AUM band

$500M-$1B

AUM trajectory

'20 · $291.3M

'21 · $458.1M

'22 · $623.0M

'23 · $623.0M

'25 · $854.3M

'26 · $997.2M

'20'26

$291.3M → $997.2M▲ +242%

sec adv history

Client mix

Individuals Other	1,022
Individuals High Net Worth	315
Corporations	3
Charitable Organizations	2

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 5 advisors

'21 · 6 advisors

'22 · 7 advisors

'23 · 7 advisors

'25 · 12 advisors

'26 · 13 advisors

'20'26

5 advisors → 13 advisors▲ +160%

sec adv history

Primary office

LAKE FOREST IL

Branches

—

Custodian & Brokerage

Primary custodian

LPL Financiallow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers

Fee basis

% of AUMHourly chargesFixed fees

Filings

Latest ADV filing

03/25/2026

facebook.com/gibbonsfinancialgroup(social)

ADV-W filed at

—

Website

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

TSFG, LLC

Top Owner Pct

87.5

Owner Count

Control Persons

TSFG, LLC

BOUSKA, DANIEL, JOSEPH

Solo Advisor Indicator

Succession Risk Solo Owner

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

social_url_excluded:facebook.com

rdap

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0001800513

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2020-01-27

Edgar Last Filing Date

2026-04-27

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-27

Accession0001800513-26-000004

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.608

Soi Zip Pct 200k Plus

0.4426

Soi Zip Returns 200k Plus

4,550

Soi Zip Total AGI

6,753,736

Census Median Hh Income

201,847

Census High Income Households

3,853

Census Median Age

45.2

Census Pop 65 66 Total

612

Census Total Households

7,573

Census NAICS 523930 Count

Fdic Zip Total Deposits

106,288,644,000

Fdic Zip Branch Count

396

Fdic Zip Top Banks

Lake Forest Bank & Trust Company, National Association

Lake Forest Bank and Trust Company

Compliance & brand

Firm Registration Status

active

sec adv w

Nfa Member Status

unresolved

nfa basic

All other collected signals (26)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Census Bachelors Plus Count

5,365

Census Median Home Value

880,200

Census NAICS 523930 Employees

Census Unemployed Count

310

Census Zip

60045

Custodian Candidates

Full

Lpl Financial	6
E*trade	4

adv brochure

Edgar Addresses

Mailing

1052 N WESTERN AVELAKE FOREST, IL 60045

Business

1052 N WESTERN AVELAKE FOREST, IL 60045

Edgar EIN

824379576

Edgar Recent Filings

13F-HR2026-04-27 · 0001800513-26-000004

13F-HR2026-02-04 · 0001800513-26-000002

Fdic Zip Branches Raw

First Midwest Bank, National AssociationLake Forest, IL

Lake Forest Bank and Trust CompanyLake Forest, IL

Fdic Zip HHI

1898.3

Fdic Zip Top Bank Share Pct

32.98

Fdic Zip Year

2025

Firm Has Custody

Yes

Mailing Office Differs

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	17,638
Returns	1,930

Stub 2

AGI	29,013
Returns	780

Stub 3

AGI	44,434
Returns	710

Soi Zip Total Business Income

134,129

Soi Zip Total Cap Gains

975,073

Soi Zip Total Dividends

449,757

Soi Zip Total Returns

10,280

Trust Company Affiliate

People (13)

MICHAEL JOHN GIBBONS

2052911

DANIEL JOSEPH BOUSKA

1887073

DANIEL MARK NAGEL

MICHAEL RICHARD SCHREMSER

1861282

5159835

FEINENDEGEN, JEFFREY, P