John Matthew Riley
Investment adviser representative at Tcp Asset Management, LLC
11 yearsExperience
2 statesRegistered in
$1.2BFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Tcp Asset Management, LLCJan 2017 to now
- Riley Benefits & Investment Group, LLCDec 2016 to now
- Trendency Capital PartnersDec 2016 to now
- United Planners Financial Services of AmericaDec 2016 to now
- Riley Benefits & Invstment GroupJan 2015 to now
- Trendency Capital Management LLC.Feb 2015 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Tcp Asset Management, LLC
$1.2BAssets managed
2,221Clients
25Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2325085
- Firm CRD
- 286037