TFG Advisers Discloses $292M Portfolio
The Michigan-based firm reported no outside managers and reaffirmed its role as sole portfolio decision-maker.
July 22, 2025
TFG Advisers Files Q2 Portfolio With $292 Million in Assets Under Management
TFG Advisers has filed its second-quarter equity holdings report, offering a clear view into the firm’s portfolio activity as of June 30, 2025. The Michigan-based investment manager disclosed 208 positions with a total market value of approximately $291.9 million.
This filing, submitted through the SEC’s Form 13F, affirms that TFG maintained full control over investment decisions during the reporting period. No other managers were included, and the firm did not share portfolio authority—reinforcing its direct oversight across all holdings.
The numbers speak to a broad investment approach. With over two hundred positions on the books, the portfolio likely spans a wide range of sectors and issuers. The diversity and scale suggest an emphasis on maintaining balance while adapting to market conditions. These filings are required for firms managing more than $100 million in qualifying assets, offering investors and analysts a regular window into institutional strategies.
Chief Compliance Officer Timothy Atkinson signed off on the report, certifying the information and confirming the firm’s role as the sole reporting manager. This formal submission underscores TFG’s commitment to transparency and regulatory accountability.
TFG Advisers’ latest disclosure reflects a steady presence in the market and an active role in managing significant client capital. The firm’s Q2 update helps define its investment posture and signals how it’s positioned going into the second half of 2025.
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