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Dakota Riley Van horn

Investment adviser representative at Tcp Asset Management, LLC
11 yearsExperience
1 stateRegistered 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.

  1. United Planners' Financial Services of America a Limited PartnerSep 2020 to now
  2. Tcp Asset Management, LLCJun 2017 to now
  3. Moochie and CompanyOct 2015 to Jun 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2022
  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (OH).

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
6666975
Firm CRD
286037
Advisor's SEC record (opens in a new tab)
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