Philip Hunter Bervig
Investment adviser representative at Tcp Asset Management, LLC
11 yearsExperience
3 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.
- Philip Bervig & Tara BervigDec 2024 to now
- Tcp Asset Management, LLCNov 2017 to now
- Philip BervigNov 2017 to now
- United Planners' Financial ServicesJan 2015 to now
- East Harbour CapitalJan 2015 to Sep 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
- Series 63 · Uniform Securities Agent State Law2015
State registrations
Registered as an investment adviser representative in 3 states (AZ, CA, 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
- 5081514
- Firm CRD
- 286037